Aaron Wagner is a registered investment advisor at Roseman Wagner Wealth Management, based in Rocklin, CA, with 25 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 596 clients with $1.3B 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are generally not negotiable.
Fee Estimator
Location
4970 Rocklin Road, Suite 200, Rocklin, CA, 95677
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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 →Other Business Activities
Aaron works full-time providing investment advisor services at Roseman Wagner Wealth Management. He also spends minimal time on Roseman Wagner Partners LP, Roseman Wagner GP, LLC, and Roseman Wagner Properties, LLC, which includes rental properties managed by a property manager.
Employment History
Current Registrations
Roseman Wagner Wealth Management
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wachovia Securities, INC.Broker
State Registrations3 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.