Fastrade, Inc. is an adviser based in Clearwater. It has been registered with the SEC as an adviser since 2008.
Fastrade provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Fastrade, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles H Waldo has been acting as President since 1 Jan 2008. Cynthia Shrawder White joined the executive team most recently as the Finop.
The principal office where Fastrade, Inc. performs its advisory services is located at 301 South Missouri Avenue, Clearwater, FL 33756, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 727-443-0203 or by fax 727-443-1935. The normal business hours are 8am to 5pm on Monday - Friday.