Samuel Wagner is a CFP-designated registered investment advisor at Wealthguides LLC, based in Indianapolis, IN, with 6 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 12 clients with $4.4M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Wealth Management Services (minimum $1,000,000 managed account value). Fees are custom for over $15,000,000. Investment Management Services are offered at 0.60% for all assets.
Fee Estimator
Contact
Samuel Wagner
Location
5915 N. College Ave Ste 208, Indianapolis, IN, 46220
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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 →Employment History
Current Registrations
Wealthguides LLC
Previous Registrations
Wealthguides LLC
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations2 states
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