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| Designer Technologies Inc
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| CRD # | 281879 |
| SEC # | 801-107518 |
| CIK # | 0002022865 |
| AUM | 89.2 M (2026-03-27) |
| Employees | 36 (36% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 877-777-0703 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/26/2026) [Brochure] |
|---|
Item 5-Fees and Compensation
The fees for TRADEway’s services vary based upon the type of service provided. Fees are charged in the
following manner:
Offering Fee Basis
Education Flat fee, charged at time of enrollment. The
packages range in price from $97 to $30,000
depending on many variables.
Coaching Included as part of certain monthly
subscription packages or for an hourly fee;
students must have an Education Program in
order to enroll in Coaching. Coaching
memberships are priced on a monthly basis
ranging from $77 to $347 per month and
clients may cancel anytime. Mentorship fees
range from $8,000 to $20,500, based on the
number of sessions and services provided.
Charts by TRADEway Monthly subscription of $29.99/mo or
$59.99/mo and client may cancel anytime.
AMPT Investment Portfolios Asset based fees (described below)
All fees are subject to negotiation in individual client circumstances. Employees of TRADEway may also
receive discounted or free services depending on the terms of their employment.
Flat and Subscription-Based Fees
Clients participating in the education related programs (“Students”) must pay for the live and virtual
events and specialized educational programs in advance. For all of our flat rate products, we offer a
3-business day window in which the client may cancel their purchase without penalty. For our on-going
monthly subscription a monthly payment is collected, however clients may cancel at any time with a
simple phone call or email. In addition, our foundational 5-day Unlock the Stock Market Challenge
provides a full money back guarantee--if someone attends the event and decides it is not for them, they
may receive a full refund on their ticket purchase (they have 30 days to do this). If they attend the full
5-days, engage with us through our community, complete their homework, and keep their camera on
and still are not happy with the experience, we will not only return their ticket fee, but also provide with
them two home-study courses valued at $1,000 each.
AMPT Investment Portfolios
The AMPT Investment Portfolios charge fees based on the value of the investment account. In
determining the value of an account, the combined value of all accounts held by an individual client (i.e.,
like-titled) are aggregated. Fees are charged quarterly in arrears based upon the average daily value of
the account and are in addition to the other fees related to the AMPT Investment Portfolios noted in the
table above. Accounts that close during the quarter are charged a fee upon closing. Asset-based fees are
generally directly debited from the client’s account at the independent custodian. Accounts closed
during a calendar quarter are billed through the last day that TRADEway provides advisory services and
are charged at the time the advisory relationship is terminated.
As of February 2026, a $10,000 minimum investment is required, per client. However, this initial
investment can be diversified among multiple portfolios at once (e.g. $5,000 allocated to AMPT-AIM,
$5,000 allocated to AMPT-UP). In prior years, TRADEway followed separate fee schedules, which remain
in effect with clients who signed agreements with TRADEway during such a period and who have not
agreed to an amended advisory fee schedule.
The asset-based fees as follows:
Annualized fee as a % of assets
Value of account
under management
Less than or equal to $200,000 1.85%
Above $200,000 and less than or equal to $400,000 1.75%
Above $400,000 and less than or equal to $700,000 1.65%
Above $700,000 and less than or equal to $1.5 million 1.50%
Above $1.5 million and less than or equal to $10 million 1.20%
Above $10 million 0.95%
Additional Information About Fees
TRADEway’s fees are exclusive of fees and expenses charged by third parties, which shall be incurred
directly by the client. Clients incur certain charges from custodians, brokers and other third parties, such
as custodial fees, brokerage commissions, transaction fees, transfer taxes, odd-lot differentials, wire and
electronic transaction fees and other fees and taxes on brokerage accounts and securities transactions.
All fees paid to TRADEway are separate and distinct from fees and expenses charged by mutual funds
and ETFs to their shareholders, which are discussed in each fund’s prospectus.
In addition, Students may incur other fees when engaging other service providers to implement the
strategies learned from TRADEway, such as brokerage, administrative or custodial fees. Except for the
AMPT Investment Portfolios, TRADEway does not select these service providers on behalf of any Student. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/26/2026) [Brochure] |
|---|
Item 7-Types of Clients TRADEway generally provides its services to individuals. As noted above, TRADEway requires a minimum investment amount of $10,000 per client, with the option to diversify that minimum investment across multiple portfolios. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 601 | 74.4 |
| (b) Individuals (high net worth individuals) | 10 | 14.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,019 | 89.2 |
| By Discretionary | ||
| Discretionary | 1,019 | 89.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,019 | 89.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 89.2 | |
| Total | 1,019 | 89.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0002022865] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 23,000 |
| Serves | Retail, Research |
| LEI | 59394223 |
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|---|---|---|
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|
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|
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|
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