Description: The FedMarket Pro is an independent trust company providing premier investment, wealth management, and fiduciary services. Learn more here.
You’ll pay $0 commissions on online US-listed stock, ETF, Crypto Exchange and options trades, plus 65¢ per options contract. Make 30+ trades per quarter and pay just 50¢ per options contract.
We provide comprehensive planning solutions for our clients that provide peace of mind about their financial futures. We develop a financial plan, implement the plan, and make changes along the way. We partner with our clients for the long-term, assisting them in preserving, growing and transferring their wealth. We help to preserve wealth by establishing a sustainable withdrawal rate for clients living off investments. We grow wealth by establishing prudent investment strategies, adhering to that strateg
Our clients are often multi-generational families, who prefer to work with an independent, entrepreneurial firm. Many have started and continue to operate a family business. Our clients also include corporate executives and nonprofit entities. Our typical client has a minimum of $5,000,000 in investable assets and complex planning needs.