Trajan Wealth offers investment advisory and portfolio management services, including reviews of financial objectives, asset allocation recommendations, and investment product selection. They provide discretionary investment advisory services through managed account programs, tailoring advice to individual client needs. Trajan Wealth also offers personal financial planning and investment advice. They may retain sub-advisors and offer alternative investments to qualified clients.
Fee Structure
Trajan Wealth charges a percentage of your portfolio each year. The highest fee is generally 1.75%, but in limited circumstances, it could be up to 2.00%. The fees are deducted from your account either monthly or quarterly. The specific fee and billing schedule will be detailed in your investment advisory agreement.