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Trader Wealth Management (TWM)Independent RIA specifically designed to help traders with unique financial needs. Offers comprehensive wealth management including investment management, tax planning, financial planning, retirement and estate planning. Founded by Bill Herr, CPA/CFP who was an active options trader at CBOT for 18 years. Developed 'Infinite Alpha Philosophy' - active risk management approach to grow and preserve wealth. Has expertise in trader tax code complexities. Serves high income/high net worth individuals, executives, and small business owners. OverviewProducts & ServicesInvestment Managementtax_legalCustomized investment management with ongoing portfolio oversight, risk management, and rebalancing for traders, executives, and HNW individuals.
$0.8 / percent-aum-annually
Financial Planningtax_legalComprehensive financial planning covering retirement, estate, tax, and investment strategy for traders and business owners.
$4000 / one-time
Tax Preparation & Planningtax_legalTax preparation and forward-looking tax planning services, integrated with investment management for holistic wealth optimization.
$325 / hour
Bundle available - Integrated pricing for full wealth management clients off
Company InformationFoundingCompetitive AnalysisProposition: One of few RIAs founded by a former CBOT floor trader with CPA background - understands both trading P&L and tax implications Key Advantages
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