Trajan Wealth, L.l.c.

Trajan Wealth, L.L.C., a registered investment adviser established in 2010, offers tailored investment advice to individuals, including financial planning, retirement planning, and estate planning services. The firm primarily provides asset management services through managed accounts, offering investment strategies based on client objectives and risk tolerances. Trajan Wealth charges fees based on a percentage of assets under management, typically ranging from 1.75% to 2.00%. Clients may impose restrictions on investments, and the firm exercises discretionary authority for trading in managed accounts. The firm does not participate in wrap fee programs and had over $1.9 billion in discretionary assets under management as of December 31, 2024. Trajan Wealth may receive performance-based fees for certain investments, subject to SEC regulations. The firm has a Code of Ethics to ensure fair conduct and manages conflicts of interest related to external compensation and client referrals. Clients receive account statements at least quarterly from the custodian holding their funds and securities. Trajan Wealth does not vote proxies on client securities and refrains from voting if the cost exceeds the expected benefit. The firm does not have financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the past ten years.