How does the advisor help clients – Key Takeaways:
Wagner Road Capital Management, LLC (WRCM) is a financial advisory firm that offers personalized investment management services to its clients. The firm has a team of experienced professionals who work closely with their clients to create customized financial plans that align with their goals and risk tolerance. Here are some key takeaways on how the advisor helps clients:
- Provides personalized financial planning and investment management services
- Evaluates client’s goals and risk tolerance to create a customized plan
- Monitors and adjusts the plan as necessary to ensure it remains aligned with client’s goals
- Offers ongoing support and guidance to help clients navigate their financial journey
WRCM understands that every client has different financial goals and risk tolerance. Therefore, they take a personalized approach to help their clients achieve their financial objectives.
Facts and Insights
Founded in 2005, WRCM has over 15 years of experience in the financial industry. The firm is based in New York and primarily serves clients in the Northeast region of the United States. Here are some key facts and insights about the advisor:
- Assets Under Management (AUM): $500 million
- Number of advisors: 5
- Time in business: 15 years
WRCM prides itself on its experienced team, personalized approach, and strong track record. The firm’s AUM and long-standing presence in the industry are a testament to its success in helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year | AUM (in millions) | Number of Advisors |
|---|---|---|
| 2015 | $200 | 2 |
| 2016 | $250 | 3 |
| 2017 | $300 | 4 |
| 2018 | $400 | 5 |
| 2019 | $500 | 5 |
WRCM’s AUM has steadily increased over the years, indicating the trust and satisfaction of its clients. The firm has also expanded its team to better serve its growing client base.
Financial Services Offered
WRCM provides a range of financial services to help clients achieve their long-term financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
The firm’s team of professionals has extensive knowledge and experience in these areas, ensuring that clients receive the best possible financial advice and solutions.
Client Types
WRCM serves a diverse range of clients, including individuals, families, and small business owners. The firm understands that each client has unique financial needs and tailors its services accordingly.
Fees & Compensation
WRCM charges an annual fee based on a percentage of the client’s AUM. The firm’s fee schedule is structured as follows:
| AUM | Annual Fee |
|---|---|
| First $500,000 | 1.25% |
| Next $500,000 | 1.00% |
| Next $1 million | 0.75% |
| Over $2 million | 0.50% |