Socialtrader

CRD#326985
Investment Advisor Firm

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Learn more about Socialtrader

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Socialtrader is located at 16192 Coastal Highway, Lewes, DE. The firm employs 1 financial advisor to manage client portfolios and provide financial guidance. Socialtrader is not a registered broker-dealer.

    Socialtrader oversees $400.0 in assets under management across 4 accounts, all of which are discretionary. The services offered include financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Socialtrader includes asset-based and performance-based fees.

    Socialtrader is registered in the state of California.

    Assets Under Management

    $400.0

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    16192 Coastal Highway
    Lewes, DE 19958

    Socialtrader by the Numbers

    Total Assets Under Management

    $400.0

    National Average: $8.6 billion
    Total Number of Employees

    1

    National Average: 64
    Total Number of Accounts

    4

    National Average: 375,227
    Average Account Size

    $100.0

    National Average: $23.0 thousand
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    Products and Services

    Socialtrader offers a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. Notably, Socialtrader did not provide financial planning services to any of its customers in the prior financial year. It does not sell products or offer services aside from investment advisory services to its investment advisory accounts.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Find a firm that offers this service

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

    Back to Overview

    Fee Structure

    Financial management fees usually vary depending on which services the firm provides the client. Fees billed by Socialtrader most likely include any blend of the following fee structures: asset-based or performance-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 0% of firms

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Socialtrader does not have any disclosures.

    Please visit its Form ADV for more details.

    Back to Overview
    Back to Overview

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