Trajan Wealth is a registered investment advisor based in Scottsdale, Arizona, providing ongoing investment management and portfolio advisory services primarily to individual and retail investors. Trajan Wealth takes a disciplined, long-term approach to investing, building portfolios using common stocks, exchange-traded funds, and occasionally mutual funds or alternative investments for qualified clients. A key differentiator for Trajan Wealth is its affiliated network, including Trajan Tax and Trajan Estate, which allows clients to coordinate their investment strategies directly with tax professionals and estate planning attorneys under common ownership. Portfolios are managed on a discretionary basis, meaning Trajan Wealth makes day-to-day trading decisions on behalf of clients based on their risk tolerance and financial goals. Advisors are employees rather than independent contractors, which helps the firm maintain unified compliance and encourage collaboration across financial, tax, and legal specialties.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fees generally range from 0.50% to 1.50%, but may range between 1.50% and 2.00% for smaller accounts or complex relationships. Fees are negotiable.