Wagner Wealth Management offers wealth management services where they manage your investments based on your goals and risk tolerance. Financial planning is included with wealth management at no extra charge. They may use third-party money managers for some clients. They also offer retirement plan consulting services to employee benefit plans, including plan reviews, fund selection advice, and participant education.
Assets Under Management$100M
Clients213
Advisors3
Avg. per Client$490K
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be subject to negotiation. Fixed-income only accounts utilizing buy-and-hold instruments with the intention of holding to maturity are billed at a discounted rate of 0.25% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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