Wager Wealth Management and Financial Planning LLC
Wager Wealth Management and Financial Planning, LLC is a registered investment advisor located in Longmont, Colorado, founded in 2016 by Glenn Wager. The firm specializes in providing personalized investment management and financial planning services to individuals, families, trusts, estates, and institutions. Wager Wealth Management helps clients build, manage, and preserve wealth through a disciplined asset allocation approach primarily utilizing mutual funds, exchange-traded funds, and individual stocks and bonds. In addition to managing investment portfolios on a discretionary basis, the firm offers holistic financial planning that covers retirement, income taxes, estate planning, charitable giving, cash flow, and wealth transfer. Wager Wealth Management coordinates with clients' other professionals, such as accountants and estate attorneys, to ensure a unified strategy. The firm operates on a fee schedule based on a percentage of the value of your portfolio, with comprehensive financial planning included as part of the investment management service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.90% |
| $300K - $600K | 0.80% |
| $600K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are negotiable and minimum annual fee is $1,000. Comprehensive financial planning is included.