Jerry Wagner
Jerry Wagner is a registered investment advisor at Flexible Plan Investments LTD, based in Bloomfield Hills, MI, with 33 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Investment Management, Socially Responsible Investing. Their firm serves 9,144 clients with $1.5B 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.35% |
Rates represent Flexible Plan Investments' retained advisory fee portion. Total advisory fees include an additional flat financial advisor compensation component of up to 1.25%.
Fee Estimator
Location
3883 Telegraph Road, Suite 100, Bloomfield Hills, MI, 48302
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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 →Employment History
Current Registrations
Flexible Plan Investments LTD
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.
Exams
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