Shaun Aguilar is a registered investment advisor at Trajan Wealth, L.L.C., based in Frisco, TX, with 4 years of industry experience. Shaun 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
5285 Dallas Parkway Rd, #410, Frisco, TX, 75034
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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
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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