Blaire Simmons is a ChFC-designated registered investment advisor at Trajan Wealth, L.L.C., based in Scottsdale, AZ, with 6 years of industry experience. Blaire 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Trajan Wealth, L.L.C.
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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