Wealth Management Advisors (WMA), operating as Wagner Wealth Management, offers financial planning, investment portfolio management, retirement plan advice, and general consulting services. WMA works with clients to determine their investment objectives and risk profile, developing a customized investment plan. Services are offered to individuals, trusts, businesses, and corporations.
Fee Structure
WMA offers investment management services through Advisor Managed Accounts. The annual portfolio management fee is billed and payable quarterly in advance. Fees are based on the value of your account on the last trading day of the previous quarter. Clients participating in the Wrap Program individually negotiate fee arrangements with WMA and will generally pay an annual rate of no more than 2.5% of assets under management.