Trajan Wealth Fee-Only Financial Advisors

There are two ways a financial advisor is compensated. ”fee-only” or “fee-based. The names sound very similar, but the differences can be like night and day.

Many investments are riddled with hidden fees. As an example, do you know what a 12b-1 fee is? A 12b-1 is an additional fee mutual funds charge for advertising, or paid out as kick-backs to help acquire new clients. What’s worse, is it’s not transparent!

Welcome to Trajan Wealth.

We use no-load investments that do not charge upfront or back end sales charges and we will never use investments with 12b-1 fees. As Fee-Only, we have a fiduciary duty to put your best interest first meaning low- cost and low-fee saving programs. As a fiduciary, We are paid a flat advisory fee and have incentive to grow your portfolio. The more you make, the more we make. We are dedicated to developing unique investment strategies and helping you navigate your present and future financial life, paving a clear path for you and your financial goals.

 

Trajan Wealth

Trajan Wealth helps our clients prepare for a successful future through financial options that are best for your lifestyle. Speak to our financial team today about your future goals and how we can help.

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