Justin Warfel is a registered investment advisor at Wagner Wealth Management, CORP., based in Conyngham, PA, with 2 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 213 clients with $100M 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be subject to negotiation. Fixed-income only accounts utilizing buy-and-hold instruments with the intention of holding to maturity are billed at a discounted rate of 0.25% annually.
Fee Estimator
Location
314 S. Main St., Suite A, Conyngham, PA, 18219
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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 →Other Business Activities
Justin works as an athletic trainer at Geisinger Medical Center, dedicating a few hours per week. He is also self-employed as an athletic trainer, spending a few hours per week on this activity as well.
Employment History
Current Registrations
Wagner Wealth Management, CORP.
Previous Registrations
Kintra Wealth, LLC
State Registrations1 state
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