Allen Wagner
Allen Wagner is a registered investment advisor at Wagner Wealth Management, CORP., based in Conyngham, PA, with 33 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 213 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be subject to negotiation. Fixed-income only accounts utilizing buy-and-hold instruments with the intention of holding to maturity are billed at a discounted rate of 0.25% annually.
Fee Estimator
Location
314 S. Main St., Suite A, Conyngham, PA, 18219
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allen works as an agent at an independent insurance agency, providing insurance advice. This activity takes minimal time.
Employment History
Current Registrations
Wagner Wealth Management, CORP.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Atlantic Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.