Wagner Road Capital Management provides investment management and consulting services. For investment management, Wagner Road advises on stocks, mutual funds, exchange traded funds, and fixed income. The firm asks clients about their risk tolerance to determine if their investment strategy is suitable. Wagner Road enters into formal written agreements with clients, which can be terminated with 30 days written notice.
Assets Under Management$120K
Clients4
Advisors1
Avg. per Client$31K
Avg. per Advisor$120K
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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