Trader Wealth Management, LLC

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Client assets under management

$93,493,955

Clients

105

47% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$890,419

About

Trader Wealth Management, LLC provides personalized financial planning and investment management primarily to individuals, including high-net-worth clients, and also serves trusts, pension and profit-sharing plans, charitable organizations and small businesses. The firm manages approximately $93.5 million for about 105 households through a three-advisor team and offers written financial plans, portfolio management (discretionary and non‑discretionary), retirement, tax and estate planning, and implementation via qualified custodians or third‑party platforms.

The firm’s investment approach emphasizes strategic and tactical asset allocation with global diversification and individualized Investment Policy Statements, and it uses Riskalyze to quantify client risk tolerance and guide suitability. When consistent with client objectives, the adviser may employ derivatives and other trading strategies — including options, short sales, margin transactions and option writing — and may execute trades under a limited power of attorney or utilize third‑party managers for some accounts.

Distinctive aspects of the firm include an affiliated accounting practice and affiliated private fund operations: the firm’s principals serve as manager/general partner to a pooled private investment vehicle for accredited investors that charges incentive (performance‑based) fees and is independently administered and audited. Consequently, the firm combines traditional advisory services with private fund management and discloses related conflicts of interest and the material allocation of principal time to those affiliated businesses.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Tax-loss harvesting General tax planning Cash flow / budgeting

Occupation focus

Executive Founder/Business Owner

Demographic focus

HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

Fixed fees for financial planning services typically range from $500 to $20,000 depending on complexity.

Percentage

$50,000 - $99,999.99: 2.30% $100,000 - $249,999.99: 2.30% $250,000 - $499,999.99: 2.05% $500,000 - $749,999.99: 1.80% $750,000 - $1,249,999.99: 1.55% $1,250,000 - $1,999,999.99: 1.30% $2,000,000 - $4,999,999.99: 1.05% $5,000,000 - $24,999,999.99: 1.05% $25,000,000+: 0.80%

Project-based

$325 per hour for limited scope engagements; $275 per hour for implementation work after financial plan delivery.

Performance-based

Performance-based fees may be charged to qualified investors or clients with $1 million+ under management, including incentive fees from affiliated limited partnerships based on realized capital appreciation and returns above a hurdle rate.

Subscriptions

Retainer agreements with negotiable fees; clients may pay quarterly in advance or pre-paid retainer arrangements.

Other

Account minimum: $50,000 Minimum fee: $1,250 minimum annual fee for clients receiving ongoing asset management services. Fee-only: Fixed fees for financial planning range from $500 to $20,000 depending on complexity; hourly planning rate is $325/hour; follow-on implementation work billed at $275/hour; retainer fees are negotiable.

Main office location

Trader Wealth Management, LLC

509 W Old Nw Highway, Suite 509

Barrington IL 60010, United States

Number of offices

Most active in

Illinois

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 312-697-2950

Advisors at this firm

Molly G

ChFC®, Series 63

Pontiac, IL

Trader Wealth Management, LLC

Molly Gadbury is a financial advisor at Trader Wealth Management, LLC with the ChFC® designation and two years of industry experience. She has held roles at COUNTRY Financial, COUNTRY Trust Bank, and State Farm Insurance prior to joining Trader Wealth Management. Trader Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines strategic and tactical asset allocation with global diversification and employs various investment strategies tailored to client risk profiles, managing approximately $103.4 million in assets.

Options & derivatives strategies Tax-loss harvesting General tax planning Cash flow / budgeting Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)

William H

CFP®, Series 63, Series 65

Barrington, IL

Trader Wealth Management, LLC

William Herr is a CFP® with 28 years of industry experience, currently affiliated with Trader Wealth Management, LLC in Barrington, IL. He has worked at Infinite Alpha Advisors, LLC since 2008 and FSC Securities Corporation since 1998, and he also operates a CPA tax preparation practice as a sole proprietor. Herr is additionally licensed as an independent insurance agent. Trader Wealth Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers financial planning and investment management using a blend of strategic and tactical asset allocation, global diversification, and a variety of strategies tailored to client risk profiles, managing approximately $103.4 million in client assets.

Options & derivatives strategies Tax-loss harvesting General tax planning Cash flow / budgeting Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)

Terrence B

Series 65

Barrington, IL

Trader Wealth Management, LLC

Terrence Burke is a financial advisor at Trader Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Trader Wealth Management since 2015. Outside of advising, he consults part-time for DBXPainting, a company owned by his brother, and prepares daily Corn volume and open interest reports for PJQ Options on the CME Floor. Trader Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, providing financial planning and investment management through various engagement models. The firm employs a blend of strategic and tactical asset allocation with global diversification and is notable for its affiliation with an accounting practice and private pooled funds, including a material interest in the Infinite Alpha Opportunistic Fund, LP.

Options & derivatives strategies Tax-loss harvesting General tax planning Cash flow / budgeting Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)

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