Trajan Wealth
Initial consultation free
Registered investment advisor
Get peace of mind with wealth management and estate planning under one roof. Start with a 2nd opinion on your investments, retirement plan, and estate plan. It’s complimentary.
This firm is a Regulated Investment Advisor
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
We can advise you on
Meet our advisors
Mr Jeff Junior
Disclosure
- The company we will be matching you to (the "Company") has entered into an agreement (“Agreement”) with Unbiased to refer potential clients to the Company. As a result of the Agreement, it is important that you are aware of the following:
- Neither Unbiased nor any of its affiliated persons are clients of the Company or investors in any investment vehicles advised by the Company.
- The Company will pay Unbiased cash compensation for each referral to the Company. The level of compensation Unbiased will receive for referring you will generally be a flat fee that is tiered based on the asset level you reported when you completed the questionnaire.
- Unbiased has a conflict of interest, which creates an incentive for Unbiased to refer companies that Unbiased expects will provide it the largest compensation for referring you and others.
- Unbiased Inc. is a registered investment advisor with the US Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not imply a certain level of skill or training.