Wealth Management Advisors, operating as Wagner Wealth Management, provides personalized investment management, financial planning, retirement plan consulting, and general consulting services to individuals, families, businesses, and trusts. The firm builds customized portfolios based on each client's specific financial goals, risk tolerance, and investment timeline. Investment management services include continuous oversight, discretionary portfolio adjustments, and personalized investment plans. Wealth Management Advisors also offers a wrap fee program that bundles management and brokerage expenses into a single fee. In addition to portfolio management, the firm provides comprehensive financial planning covering retirement, estate planning, cash flow, tax strategies, and insurance needs. Wealth Management Advisors works with clients to help them navigate complex financial decisions, offering both ongoing management and project-based consulting. The firm primarily custody client assets with institutional brokerage platforms and tailors its strategies to meet long-term wealth accumulation and preservation objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Clients in the wrap program generally pay an annual rate of no more than 2.5% of assets under management. Fees are individually negotiated.