Why TradeKing Advisors, Why Now?

Hi, I’m Rich Hagen. I’m a co-founder of TradeKing and CEO of our brand-new subsidiary, TradeKing Advisors. I wanted to explain personally why we’re starting this new business, and why we expect its launch may change the game for investors like you.

We launched TradeKing almost a decade ago to give independent investors a remarkable value in online brokerage. Back then, brokerage pricing was confusing and expensive, customer service was lackluster, trader education limited, and social investing nonexistent. I’m proud to say TradeKing changed all that.

Over the last decade, we’ve seen many clients enjoy great success managing their own portfolios. But we’ve also seen too many investors fall behind in reaching their investment goals, and it’s bothered us more and more. Their reasons why vary and overlap. Some investors realize they lack the expertise to navigate the market on their own. Many others know their stuff; they just lack the time necessary for successful active investing. We’ve also heard from many clients that it’s just too expensive and inconvenient to sit down with a traditional financial advisor. They’d prefer to streamline the task with smart technology – without sacrificing personalized service when they need it.

Many TradeKing clients – and literally millions of American investors – are stuck in the same boat. They’re ready to get serious about their long-term investment goals, and they realize they need professional advice to make that happen. They’re cost-conscious but demand quality. They’d prefer to entrust their money to an established financial partner with a strong track record, not a startup with questionable staying power. They know not to skimp on customer service when it comes to their hard-earned money. They want unbiased investment advice – not to be pushed into a proprietary product that benefits the advisor more than the investor. But without a sizeable portfolio already, who can you turn to? (Sound familiar?)

TradeKing Advisors is our answer to this conundrum. We intend to help investors who seek investment guidance in a fresh, unbiased, and affordable way.

What is It?

TradeKing Advisors is an online investment advisory service with professional portfolio management available to all investors at an affordable price. The investment process is easy. Answer a few online questions about your risk tolerance and time horizon, and we’ll provide you with a diversified investment portfolio, designed and managed by the industry experts at Ibbotson Associates, a Morningstar company. View our portfolios.

TradeKing Advisors continuously monitors your account, reinvests dividends and rebalances your asset allocation automatically, so your investments always stay on track. Contact us anytime you need help or have questions. Current TradeKing clients love our award-winning service and low, transparent fees .You’ll enjoy the same great value at TradeKing Advisors.

In just a few minutes, you can put your financial goals into action with partners you can feel confident about and a transparent, all-in-one price you can afford. This is professional investing, streamlined.

Account minimums start at just $10,000. Enjoy all the advantages of professional-grade portfolio management, plus TradeKing’s award-winning customer service, at an extremely attractive price.

Get started now.If you’re already a TradeKing client, you’re eligible for our exclusive charter offer. Contact us after completing the questionnaire – it’ll take just 5 minutes. We’ll be glad to explain the details to you.

And check back here often! We’ll blog on multiple topics, including finding the cash to invest, optimizing your financial habits, and how simplifying your financial life may actually be the smartest policy. Stay tuned!



TradeKing was ranked #1 in Customer Service in the SmartMoney June 2012 Broker Survey. The survey is based on the following categories: Commissions and Fees, Mutual Funds & Investment Products, Banking Services, Trading Tools, Research, and Customer Service. SmartMoney is a registered trademark of SmartMoney, a joint publishing venture between Dow Jones & Company, Inc. and Hearst Partnership. TradeKing received 4 out of 5 stars in Barron’s 19th (March 2014) annual rankings of the Best Online Brokers based on Trade Technology, Usability, Mobile, Range of Offerings, Research Amenities, Portfolio Analysis & Reports, Customer Service & Education, and Costs. Barron’s is a registered trademark of Dow Jones & Company © 2013. Documentation supporting TradeKing’s service and tools awards and claims are also available upon request by calling 877-495-5464 or via email at 

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>