Advisor at Trader Wealth Management, LLC
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Firm
Trader Wealth Management, LLC
Location
Barrington, IL 60010
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
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.
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.
509 W Old Nw Highway, Suite 509
Barrington, IL 60010
Illinois
Infinite Alpha Advisors, Llc
2008 - Present (18 years)
FSC Securities Corporation
1998 - Present (28 years)
SELF EMPLOYED
1990 - Present (36 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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