About us

Who we are

Charttrader is a fee-only registered investment advisory company (RIA) with its headquarters located in Hollywood, Florida.

ChartTrader Inc. provides Wealth Advisory Services including Comprehensive Financial Planning and Investment Management to individuals as well as institutions.

The Adviser is compensated for investment management or supervisory services based on clients assets under management. Fees are paid quarterly in advance and are negotiable. Fees are due on the first day of the calendar quarter, and are based on the account’s asset value as of the last business day of the prior calendar quarter. Fees are prorated for accounts opened during the quarter.

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Our Services

What we do

Financial Planning

We provide an active approach to managing all aspects of our clients' financial situations.

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Mutual Funds & ETFs

No Load Mutual funds and Exchange Traded Funds are the major component of our managed portfolio.

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Techinal Analysis

We use technical analysis for timing our buys and sells with fundamental analysis as confirmation.

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Investment Management

We can demonstrate the short-term as well as long-term benefits of smarter investment strategies and improved investment decisions.

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Our Recent Articles

Investigation into Morgan Stanley

Bill's Advice to investors on Morgan Stanley Stragies and investments

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Do I need a Financial Advisor? Yes!

Even the most experienced investors can benefit from the help of an experienced investment advisor...

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