Wagner Wealth Management offers personalized wealth management and investment advisory services primarily using exchange-traded funds and model portfolios tailored to individual risk tolerances. The firm provides discretionary portfolio management alongside financial planning topics such as retirement income planning, insurance reviews, and tax-informed strategies at no additional charge. Wagner Wealth Management also accommodates growth-oriented strategies by engaging independent third-party money managers through separately managed accounts. Additionally, the firm offers retirement plan consulting services to employee benefit plans and qualified plan sponsors. The firm is owned and operated by Allen S. Wagner and is based in Conyngham, Pennsylvania.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fixed-income only accounts utilizing buy-and-hold instruments to maturity are billed at a discounted rate of 0.25% annually. Fees may be negotiable based on account size and prospective growth.