MarketTrend Advisors, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,944,890
Clients
72
31% high-net worth
Advisors
2
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
36
LowAverage account size
$457,568
About
MarketTrend Advisors primarily serves individual clients, including high-net-worth individuals, and also accepts small businesses, pensions, trusts and charitable organizations. It provides discretionary portfolio management across several named strategies and a tailored service for wealthier clients, typically implementing portfolios through exchange-traded funds, mutual funds and occasional individual securities.
The firm combines technical and fundamental analysis and uses market signals to identify intermediate market trends, offering tactical and trend-following strategies such as index/world, sector rotation, income-focused, and an active Turbo Trading approach tied to the Nasdaq 100. Portfolios commonly use ETFs and closed-end funds and, when authorized by the client, may employ inverse or leveraged ETFs, margin or options to express tactical views.
An uncommon feature is that MarketTrend Advisors is affiliated with an external investment research and publishing firm and incorporates model portfolios and research from that affiliation into its Multi‑Asset offering. The blend of that research relationship, a relatively small AUM base with a broad suite of proprietary strategies, and an explicitly described higher-frequency trading strategy sets the firm apart from typical small advisory practices.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.8% per annum (MTA Index, MTA World Index, MTA Sector strategies) $1,000,000+: 1.3% per annum (MTA Index, MTA World Index, MTA Sector strategies) $0 - $1,000,000: up to 2.5% per annum (MTA Turbo Trading, MTA All-Equity, MTA Equity-Income strategies) $1,000,000+: Negotiable, below 2.5% per annum (MTA Turbo Trading, MTA All-Equity, MTA Equity-Income strategies) $0 - $1,000,000: 1.0% per annum (MTA Income strategy) $1,000,000+: 0.75% per annum (MTA Income strategy) $0+: up to 3% per annum (MTA Personalized Portfolio)
Negotiated hourly rates available as client fee structures can vary
Account minimum: $1,000,000
Main office location
MarketTrend Advisors, Ltd.
Austin TX, United States
Number of offices
1
Most active in
California · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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