Alfred Medina
Alfred Medina is a registered investment advisor at Trajan Wealth, L.L.C., based in Scottsdale, AZ, with 18 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,955 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trajan Wealth charges a percentage of your portfolio each year. The highest fee is generally 1.75%, but in limited circumstances, it could be up to 2.00%. The fees are deducted from your account either monthly or quarterly. The specific fee and billing schedule will be detailed in your investment advisory agreement.
Location
18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (1)
Criminal
November 1995Other Business ActivitiesSells Insurance
Alfred sells fixed-indexed annuities as part of his investment advisor representative role. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Trajan Wealth, L.L.C.
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, 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.