GW
GW

Gay Graham Wagner

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
348 clients
Average Client Portfolio
$419K average
Assets Under Management
$145.9M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.50%
$100K - $1.0M1.00%
$1M+1.00%

Fees negotiable over $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

810 Gleneagles Court, Suite 109, Baltimore, MD, 21286

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Thurston Springer FinancialBroker
August 2022 - Present · 3 yrs 6 mos
Jemma Financial Services
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
July 2002 - February 2003 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2002 - February 2003 · 8 mos
Deutsche Banc Alex. Brown INC.Broker
January 2001 - November 2001 · 10 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
April 1996 - September 1997 · 1 yr 5 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gay Graham Wagner - Financial Advisor | TrueAdvisor