Walter Less is a registered investment advisor at Trajan Wealth, L.L.C., based in Palm Harbor, FL, with 19 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 10,633 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fees generally range from 0.50% to 1.50%, but may range between 1.50% and 2.00% for smaller accounts or complex relationships. Fees are negotiable.
Fee Estimator
Location
34125 US Highway 19, Suites 110 and 200, Palm Harbor, FL, 34684
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2024Employment History
Current Registrations
Trajan Wealth, L.L.C.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Sorrento Pacific Financial, LLC
Uvest Financial Services Group, INC.
First Southeast Investor Services, INC.Broker
Edward Jones
Edward JonesBroker
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.
Exams
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