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",[985,987],{"type":129,"attrs":986},{"color":773},{"type":38},{"text":989,"type":22,"marks":990},"Coordinating investment strategy with estate planning needs as part of a broader integrated approach. ",[991],{"type":129,"attrs":992},{"color":773},{"type":18,"attrs":994,"content":995},{"textAlign":34},[996],{"text":997,"type":22,"marks":998},"The firm's investment philosophy is generally long-term and aims to align portfolios with each client's specific goals rather than timing short-term market movements. Analysis methods include fundamental, technical, and cyclical approaches.",[999],{"type":129,"attrs":1000},{"color":773},{"type":764,"attrs":1002,"content":1003},{"level":766,"textAlign":34},[1004],{"text":1005,"type":22,"marks":1006},"What are the pros and cons of Trajan Wealth?",[1007,1009],{"type":129,"attrs":1008},{"color":773},{"type":38},{"type":18,"attrs":1011,"content":1012},{"textAlign":34},[1013],{"text":1014,"type":22,"marks":1015},"Trajan Wealth’s main strengths are customization, ongoing advisor involvement, and a broad planning framework. 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experience. ",[1052],{"type":129,"attrs":1053},{"color":773},{"type":828,"content":1055},[1056],{"type":18,"attrs":1057,"content":1058},{"textAlign":34},[1059,1065],{"text":1060,"type":22,"marks":1061},"Customization: ",[1062,1064],{"type":129,"attrs":1063},{"color":773},{"type":38},{"text":1066,"type":22,"marks":1067},"Tailoring around goals, risk tolerance, tax situations, low-basis holdings, stock options, inheritances, and other client-specific factors. ",[1068],{"type":129,"attrs":1069},{"color":773},{"type":828,"content":1071},[1072],{"type":18,"attrs":1073,"content":1074},{"textAlign":34},[1075,1081],{"text":1076,"type":22,"marks":1077},"Integrated planning context: ",[1078,1080],{"type":129,"attrs":1079},{"color":773},{"type":38},{"text":1082,"type":22,"marks":1083},"The firm emphasizes coordination with retirement, tax, and estate planning resources, which may appeal to households that want more of their financial work handled in one place.",[1084],{"type":129,"attrs":1085},{"color":773},{"type":764,"attrs":1087,"content":1088},{"level":1028,"textAlign":34},[1089],{"text":1090,"type":22,"marks":1091},"Cons of Trajan Wealth:",[1092,1094],{"type":129,"attrs":1093},{"color":773},{"type":38},{"type":825,"content":1096},[1097,1113,1129],{"type":828,"content":1098},[1099],{"type":18,"attrs":1100,"content":1101},{"textAlign":34},[1102,1108],{"text":1103,"type":22,"marks":1104},"Pricing can vary by adviser and situation: ",[1105,1107],{"type":129,"attrs":1106},{"color":773},{"type":38},{"text":1109,"type":22,"marks":1110},"Fiduciary advisers can negotiate fees within firm parameters, so two clients may not necessarily pay the same rate for the same service. ",[1111],{"type":129,"attrs":1112},{"color":773},{"type":828,"content":1114},[1115],{"type":18,"attrs":1116,"content":1117},{"textAlign":34},[1118,1124],{"text":1119,"type":22,"marks":1120},"Total cost can extend beyond the advisory fee: ",[1121,1123],{"type":129,"attrs":1122},{"color":773},{"type":38},{"text":1125,"type":22,"marks":1126},"Clients may also pay custodial fees, internal ETF or mutual fund expenses, and additional private-investment expenses where applicable.",[1127],{"type":129,"attrs":1128},{"color":773},{"type":828,"content":1130},[1131],{"type":18,"attrs":1132,"content":1133},{"textAlign":34},[1134,1140],{"text":1135,"type":22,"marks":1136},"Private-market offerings are more complex: ",[1137,1139],{"type":129,"attrs":1138},{"color":773},{"type":38},{"text":1141,"type":22,"marks":1142},"These investments can be less liquid, higher cost, and available only to qualifying clients, so they are not a fit for everyone.",[1143],{"type":129,"attrs":1144},{"color":773},{"type":764,"attrs":1146,"content":1147},{"level":766,"textAlign":34},[1148],{"text":1149,"type":22,"marks":1150},"Trajan Wealth fees: How much does Trajan Wealth cost?",[1151,1153],{"type":129,"attrs":1152},{"color":773},{"type":38},{"type":18,"attrs":1155,"content":1156},{"textAlign":34},[1157],{"text":1158,"type":22,"marks":1159},"Trajan Wealth charges an annual advisory fee as a percentage of assets under management (AUM), billed monthly in advance based on the prior month-end account value.",[1160],{"type":129,"attrs":1161},{"color":773},{"type":18,"attrs":1163,"content":1164},{"textAlign":34},[1165],{"text":1166,"type":22,"marks":1167},"Key cost:",[1168,1170],{"type":129,"attrs":1169},{"color":773},{"type":38},{"type":825,"content":1172},[1173,1189,1205],{"type":828,"content":1174},[1175],{"type":18,"attrs":1176,"content":1177},{"textAlign":34},[1178,1184],{"text":1179,"type":22,"marks":1180},"Standard annual advisory fee: ",[1181,1183],{"type":129,"attrs":1182},{"color":773},{"type":38},{"text":1185,"type":22,"marks":1186},"Generally, 0.50% to 1.50% of assets under management. ",[1187],{"type":129,"attrs":1188},{"color":773},{"type":828,"content":1190},[1191],{"type":18,"attrs":1192,"content":1193},{"textAlign":34},[1194,1200],{"text":1195,"type":22,"marks":1196},"Higher stated range in some cases: ",[1197,1199],{"type":129,"attrs":1198},{"color":773},{"type":38},{"text":1201,"type":22,"marks":1202},"1.50% to 2.00% annually for some smaller or more service-intensive relationships.",[1203],{"type":129,"attrs":1204},{"color":773},{"type":828,"content":1206},[1207],{"type":18,"attrs":1208,"content":1209},{"textAlign":34},[1210,1216],{"text":1211,"type":22,"marks":1212},"Retirement plan accounts (401GO platform)",[1213,1215],{"type":129,"attrs":1214},{"color":773},{"type":38},{"text":1217,"type":22,"marks":1218},": Generally, below 1.00%",[1219],{"type":129,"attrs":1220},{"color":773},{"type":18,"attrs":1222,"content":1223},{"textAlign":34},[1224],{"text":1225,"type":22,"marks":1226},"Additional costs: ",[1227,1229],{"type":129,"attrs":1228},{"color":773},{"type":38},{"type":18,"attrs":1231,"content":1232},{"textAlign":34},[1233],{"text":1234,"type":22,"marks":1235},"Custodial and maintenance fees may apply, along with internal ETF, mutual fund, or private-investment expenses.",[1236],{"type":129,"attrs":1237},{"color":773},{"type":18,"attrs":1239,"content":1240},{"textAlign":34},[1241],{"text":1242,"type":22,"marks":1243},"For some private market offerings, pricing can look very different. Those accounts may carry a management fee of up to 2.00% plus a performance or carry fee of up to 25% of gains, and they are limited to qualified clients.",[1244],{"type":129,"attrs":1245},{"color":773},{"type":764,"attrs":1247,"content":1248},{"level":766,"textAlign":34},[1249],{"text":1250,"type":22,"marks":1251},"What is Trajan Wealth’s minimum account size?",[1252,1254],{"type":129,"attrs":1253},{"color":773},{"type":38},{"type":18,"attrs":1256,"content":1257},{"textAlign":34},[1258],{"text":1259,"type":22,"marks":1260},"Trajan Wealth does not maintain a strict minimum account size. However, the firm generally seeks to work with clients whose circumstances allow it to deliver meaningful value, and acceptance of new relationships is determined at the firm's discretion.",[1261],{"type":129,"attrs":1262},{"color":773},{"type":764,"attrs":1264,"content":1265},{"level":766,"textAlign":34},[1266],{"text":1267,"type":22,"marks":1268},"Who should choose Trajan Wealth?",[1269,1271],{"type":129,"attrs":1270},{"color":773},{"type":38},{"type":18,"attrs":1273,"content":1274},{"textAlign":34},[1275],{"text":1276,"type":22,"marks":1277},"Trajan Wealth is oriented toward individuals seeking ongoing, advisor-led portfolio management, particularly those who value coordinated financial planning across investments, taxes, and estate matters.",[1278],{"type":129,"attrs":1279},{"color":773},{"type":18,"attrs":1281,"content":1282},{"textAlign":34},[1283],{"text":1284,"type":22,"marks":1285},"Trajan Wealth works well for:",[1286],{"type":129,"attrs":1287},{"color":773},{"type":825,"content":1289},[1290,1306,1322,1338],{"type":828,"content":1291},[1292],{"type":18,"attrs":1293,"content":1294},{"textAlign":34},[1295,1301],{"text":1296,"type":22,"marks":1297},"Retirement - focused individuals: ",[1298,1300],{"type":129,"attrs":1299},{"color":773},{"type":38},{"text":1302,"type":22,"marks":1303},"Individuals approaching or in retirement who want a long - term, personalized portfolio strategy aligned with income and estate goals.",[1304],{"type":129,"attrs":1305},{"color":773},{"type":828,"content":1307},[1308],{"type":18,"attrs":1309,"content":1310},{"textAlign":34},[1311,1317],{"text":1312,"type":22,"marks":1313},"One-stop service seekers: ",[1314,1316],{"type":129,"attrs":1315},{"color":773},{"type":38},{"text":1318,"type":22,"marks":1319},"Clients who want a single firm to handle investment management, tax planning, and estate coordination rather than working with multiple separate providers.",[1320],{"type":129,"attrs":1321},{"color":773},{"type":828,"content":1323},[1324],{"type":18,"attrs":1325,"content":1326},{"textAlign":34},[1327,1333],{"text":1328,"type":22,"marks":1329},"Business owners: ",[1330,1332],{"type":129,"attrs":1331},{"color":773},{"type":38},{"text":1334,"type":22,"marks":1335},"Business owners needing small business retirement plan services, including 401(k) administration through the 401GO platform.",[1336],{"type":129,"attrs":1337},{"color":773},{"type":828,"content":1339},[1340],{"type":18,"attrs":1341,"content":1342},{"textAlign":34},[1343,1349],{"text":1344,"type":22,"marks":1345},"Qualifying investors interested in private markets: ",[1346,1348],{"type":129,"attrs":1347},{"color":773},{"type":38},{"text":1350,"type":22,"marks":1351},"Accredited or qualified investors interested in access to private market opportunities, available for eligible clients.",[1352],{"type":129,"attrs":1353},{"color":773},{"type":18,"attrs":1355,"content":1356},{"textAlign":34},[1357],{"text":1358,"type":22,"marks":1359},"Who might not benefit as much:",[1360],{"type":129,"attrs":1361},{"color":773},{"type":825,"content":1363},[1364,1380,1396],{"type":828,"content":1365},[1366],{"type":18,"attrs":1367,"content":1368},{"textAlign":34},[1369,1375],{"text":1370,"type":22,"marks":1371},"Fee-sensitive investors seeking a simple low-cost solution: ",[1372,1374],{"type":129,"attrs":1373},{"color":773},{"type":38},{"text":1376,"type":22,"marks":1377},"The advisory fee can be meaningful, and product-level expenses may add to total cost. ",[1378],{"type":129,"attrs":1379},{"color":773},{"type":828,"content":1381},[1382],{"type":18,"attrs":1383,"content":1384},{"textAlign":34},[1385,1391],{"text":1386,"type":22,"marks":1387},"Investors who want fully standardized pricing: ",[1388,1390],{"type":129,"attrs":1389},{"color":773},{"type":38},{"text":1392,"type":22,"marks":1393},"Fees are negotiable and may vary by adviser and relationship. ",[1394],{"type":129,"attrs":1395},{"color":773},{"type":828,"content":1397},[1398],{"type":18,"attrs":1399,"content":1400},{"textAlign":34},[1401,1407],{"text":1402,"type":22,"marks":1403},"Investors with simple needs: ",[1404,1406],{"type":129,"attrs":1405},{"color":773},{"type":38},{"text":1408,"type":22,"marks":1409},"The service may feel broader than necessary for people who only want a basic investment solution without added planning depth or more varied product options.",[1410],{"type":129,"attrs":1411},{"color":773},{"type":764,"attrs":1413,"content":1414},{"level":766,"textAlign":34},[1415],{"text":1416,"type":22,"marks":1417},"Trajan Wealth: Is it secure?",[1418,1420],{"type":129,"attrs":1419},{"color":773},{"type":38},{"type":18,"attrs":1422,"content":1423},{"textAlign":34},[1424],{"text":1425,"type":22,"marks":1426},"Trajan Wealth is an SEC-registered investment adviser, and client assets are held with independent custodians rather than by the firm itself. Clients also receive account statements directly from the custodian.",[1427],{"type":129,"attrs":1428},{"color":773},{"type":18,"attrs":1430,"content":1431},{"textAlign":34},[1432],{"text":1433,"type":22,"marks":1434},"The firm uses access controls, SSL, encryption, firewalls, and password protections to help secure client information and limit access to authorized personnel. However, like any internet-based system, these measures reduce risk but cannot eliminate it completely.",[1435],{"type":129,"attrs":1436},{"color":773},{"type":764,"attrs":1438,"content":1439},{"level":766,"textAlign":34},[1440],{"text":1441,"type":22,"marks":1442},"Trajan Wealth: Customer service",[1443,1445],{"type":129,"attrs":1444},{"color":773},{"type":38},{"type":18,"attrs":1447,"content":1448},{"textAlign":34},[1449],{"text":1450,"type":22,"marks":1451},"Clients are assigned a dedicated Fiduciary Advisor. The firm communicates with clients at least annually to review their portfolio and objectives. Additional reviews may be triggered by changes in tax law, new investment information, or shifts in a client's personal situation.",[1452],{"type":129,"attrs":1453},{"color":773},{"type":18,"attrs":1455,"content":1456},{"textAlign":34},[1457],{"text":1458,"type":22,"marks":1459},"Trajan Wealth can be reached by phone, and its main office is open Monday through Friday, 8 AM to 5 PM ET.",[1460],{"type":129,"attrs":1461},{"color":773},{"type":18,"attrs":1463,"content":1464},{"textAlign":34},[1465],{"text":1466,"type":22,"marks":1467},"The firm also provides a contact form through its website and has an email address for compliance inquiries. Multiple office locations are operated across Arizona and other states.",[1468],{"type":129,"attrs":1469},{"color":773},{"type":764,"attrs":1471,"content":1472},{"level":766,"textAlign":34},[1473],{"text":1474,"type":22,"marks":1475},"Trajan Wealth: Mobile app",[1476,1478],{"type":129,"attrs":1477},{"color":773},{"type":38},{"type":18,"attrs":1480,"content":1481},{"textAlign":34},[1482],{"text":1483,"type":22,"marks":1484},"Trajan Wealth offers a dedicated mobile app. ",[1485],{"type":129,"attrs":1486},{"color":773},{"type":18,"attrs":1488,"content":1489},{"textAlign":34},[1490],{"text":1491,"type":22,"marks":1492},"The app is designed for clients to access their Trajan accounts on a mobile device and includes account and investment performance viewing, an AI-based guidance tool, access to an Education Hub with market content and white papers, and the ability to schedule appointments directly with a dedicated advisor.",[1493],{"type":129,"attrs":1494},{"color":773},{"type":764,"attrs":1496,"content":1497},{"level":766,"textAlign":34},[1498],{"text":1499,"type":22,"marks":1500},"Is Trajan Wealth worth it?",[1501,1503],{"type":129,"attrs":1502},{"color":773},{"type":38},{"type":18,"attrs":1505,"content":1506},{"textAlign":34},[1507],{"text":1508,"type":22,"marks":1509},"Trajan Wealth’s main appeal is its customized, advisor-led portfolio management, supported by broader retirement, tax-aware, and estate planning coordination. ",[1510],{"type":129,"attrs":1511},{"color":773},{"type":18,"attrs":1513,"content":1514},{"textAlign":34},[1515],{"text":1516,"type":22,"marks":1517},"The main trade-offs are less standardized pricing, costs beyond the base advisory fee, and a service model that can feel broader than necessary for people with simpler 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She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This Trajan Wealth review outlines the firm’s advisor-led wealth management service, fees, and broader planning approach.",[],"trajan-wealth-review","discover/financial-advice/trajan-wealth-review",-6170,[],365590167,"d0bf60bd-6a8b-4918-a1fe-054f9b3cae81","2026-05-05T20:52:50.213Z",[],{"left":727,"top":727,"width":1668,"height":1668,"rotate":727,"vFlip":543,"hFlip":543,"body":1669},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[1671,1674,1675],{"title":1672,"exact":558,"href":1673},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":1676,"disabled":558},"/discover/financial-advice/trajan-wealth-review",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1678},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1778491852945]