Tracee Wagner
Tracee Wagner is a registered investment advisor at Advocacy Wealth Management, LLC, based in Miami Beach, FL, with 4 years of industry experience. Tracee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,487 clients with $2.1B 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 $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable above $3,000,000. The firm can charge a maximum fee up to 2% under certain circumstances.
Fee Estimator
Location
Miami Beach, FL
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Tracee is an agent for Forge Consulting LLC, an insurance agency and parent company of Advocacy Wealth Management, since 2019. She spends a few hours per week servicing and placing insurance products.
Employment History
Current Registrations
Advocacy Wealth Management, LLC
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.