Wagner Wealth Management is an investment advisory firm based in Houston, Texas, founded by Blake Wagner. The firm offers ongoing portfolio management tailored to each client's individual goals, risk tolerance, and time horizon through customized investment strategies. Wagner Wealth Management evaluates existing investments, sets up portfolio guidelines, and maintains discretionary trading authority to execute transactions on behalf of clients. In addition to managing investments, the firm provides financial planning services covering areas such as retirement, taxes, insurance, and estate planning, alongside subscription-based market timing and trading alert services. Wagner Wealth Management serves individuals, high-net-worth individuals, and corporate entities, utilizing various asset classes including mutual funds, exchange-traded funds, equities, fixed income securities, real estate funds, and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are generally negotiable. Qualified clients may alternatively choose an annual fee of 0.75% plus a 10% performance fee on capital appreciation.