Wayne Trana is a registered investment advisor at Blue Anchor Wealth Advisors, LLC, based in Hutchinson, MN, with 1 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 266 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The 1.5% portfolio management fee is negotiable.
Fee Estimator
Location
Hutchinson, MN
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 Activities
Wayne provides services to qualified plans as a Third Party Administrator (TPA) through JV Associates. This activity takes nearly full-time hours.
Employment History
Current Registrations
Blue Anchor Wealth Advisors, LLC
State Registrations5 states
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.