Advisor at Trader Wealth Management, LLC
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Firm
Trader Wealth Management, LLC
Location
Barrington, IL 60010
Credentials
Series 65
Industry experience
9 years
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.
Based on Trader Wealth Management, LLC
Based on Trader Wealth Management, LLC
Fixed fees for financial planning services typically range from $500 to $20,000 depending on complexity.
$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%
$325 per hour for limited scope engagements; $275 per hour for implementation work after financial plan delivery.
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.
Retainer agreements with negotiable fees; clients may pay quarterly in advance or pre-paid retainer arrangements.
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.
600 Hart Road, Suite 145
Barrington, IL 60010
Illinois
Trader Wealth Management
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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