Troy Wirth
Troy Wirth is a CFP-designated registered investment advisor at Ingen Strategies, LLC, based in Irvine, CA, with 27 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 65 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ingen Strategies offers asset management services where they create and manage a portfolio for you using stocks, bonds, exchange traded funds (ETFs), and other investments. The maximum annual fee charged for this service will not exceed 2%. A one-time set-up fee may be assessed but will not exceed $1,000. The fees are deducted from your account monthly.
For clients utilizing third party managers, the maximum annual fee charged will not exceed 2%. This fee is in addition to any fees assessed by the chosen third party money manager.
Ingen Strategies may enroll client accounts into a bundled subscription offering called Altruist One, which provides certain benefits in exchange for a monthly fee. The monthly fee can be either absorbed by Ingen Strategies or passed to the client.
Location
17941 Mitchell South, Suite C, Irvine, CA, 92614
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2016Other Business ActivitiesSells Insurance
Troy is an insurance broker appointed with outside carriers to broker non-registered insurance products through Wirth Financial & Insurance Services. He also owns a retail clothing business called Syxivm and is a trustee for Wirth Family Trust, managing rental property, dedicating minimal time to each.
Employment History
Current Registrations
Ingen Strategies, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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.