How does the advisor help clients – Key Takeaways:
With years of experience and a diverse team of financial experts, WAGENER-LEE, LLC provides comprehensive financial services to their clients. Their services include investment management, retirement planning, estate planning, tax planning, and more. They prioritize understanding their clients’ financial goals and creating personalized strategies to help them achieve success.
Facts and Insights
WAGENER-LEE, LLC has been in business for over 15 years and currently manages approximately $500 million in assets. They have a team of 10 advisors, each with their own unique specialties and areas of expertise. This allows them to offer a wide range of financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $500 million |
Financial Services Offered
WAGENER-LEE, LLC offers a variety of financial services to their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education funding
- Debt management
- And more
Client Types
WAGENER-LEE, LLC works with a diverse group of clients, including individuals, families, and small business owners. They also offer their services to high net worth individuals and those who are approaching retirement.
Fees & Compensation
WAGENER-LEE, LLC charges a fee based on a percentage of assets under management. This fee structure is typically more transparent and aligned with their clients’ goals, as it incentivizes the advisors to help their clients grow their investments.
Background
WAGENER-LEE, LLC was founded in 2005 by financial experts Jack Wagener and Mary Lee. With over 50 years of combined experience in the financial industry, they wanted to create a firm that focused on building long-term relationships with their clients and helping them achieve their financial goals.
Financial Advisor Disclosures to Know
WAGENER-LEE, LLC and their advisors are committed to transparency and ethical practices. As such, they have a clean record with no disclosures or disciplinary actions. They prioritize open and honest communication with their clients, ensuring that they are always aware of the potential risks and benefits of their financial decisions.