Trajan Wealth reviews

3.2

48% would recommend to a friend

(29 total reviews)
avatar

Jeff Junior

50% approve of CEO

47% positive business outlook

Trajan Wealth has an employee rating of 3.2 out of 5 stars, based on 29 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Trajan Wealth employee rating is in line with the average (within 1 standard deviation) for employers within the Financeiro industry (3.7 stars).

Reviews by job title

29 reviews
2.0
May 14, 2025
Recommend
Business Outlook

Pros

They're always hiring because turnover is high!

Cons

Don't believe the offer the company's posted because it's a lie! The CEO and his management are good at deceiving people! Clients and employees were misled and lied to, making fake claims to fool people, it's pure evil!

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Trajan Wealth Response
1y
Trajan Wealth has been recognized as a "Best Places to Work" for two years in a row and we have been recognized as a "Best Financial Advisory Firm" in the country for 3 years in a row by USA Today. Our standards and values are high and these recognitions are only possible because of those standards.
1.0
Mar 25, 2025

Scam

Anonymous employee
Recommend
Business Outlook

Pros

Location and the cleanness of the office

Cons

They survive on putting clients in high fee annuities and a nonstop flow of naive clients with low portfolio value and high fees. The customer service is almost non existent. Clients are put into wrong funds for their needs and left there. One young client with $35k was charged 2.5%.

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Trajan Wealth Response
1y
Trajan Wealth has been recognized as a "Best Places to Work" and we have been recognized as a "Best Financial Advisory Firm" in the country by USA Today. Our standards and values are high and these recognitions are only possible because of those standards. Annuities account for about 20-25% of our total business in any given year. Most of the annuities sold have internal fees of 1% or less - many of the annuities sold have no internal fees. Trajan Wealth acts as a fiduciary and adhere to strict guidelines for suitability. Our Portfolio Managers have assigned client relationships and clients are contacted on a mutually beneficial schedule. The max fee for managed money (per our ADV) is 2% per year.
5.0
Nov 12, 2024
Recommend
Business Outlook

Pros

owth Opportunities: Trajan Wealth is a growing company in the wealth management industry, offering employees the chance to be part of an expanding business and take on new roles and responsibilities as the company scales. 2. Client-Centered Focus: Trajan Wealth emphasizes building long-term relationships with clients and providing comprehensive financial advice, which can be fulfilling for professionals who prioritize client satisfaction and impactful service. 3. Professional Development: Working in wealth management at Trajan Wealth offers employees an opportunity to develop in-demand skills in financial planning, investment strategies, and client relationship management. 4. Collaborative Environment: Employees at Trajan Wealth often work in close-knit teams, creating a collaborative environment where individuals can learn from each other and leverage diverse perspectives. 5. Competitive Compensation and Benefits: The company provides competitive salary packages and benefits, which is attractive for professionals in financial services seeking stability and rewards for performance.

Cons

High-Pressure Environment: Wealth management can be a high-stakes field, with pressure to meet performance targets, retain clients, and handle complex financial challenges, which may be stressful for some individuals. 2. Limited Work-Life Balance: Like many firms in the financial sector, Trajan Wealth may have demanding hours, especially during market volatility or busy periods, potentially impacting work-life balance. 3. Client-Driven Expectations: Meeting diverse client needs can be challenging and may require extra time and effort, particularly for employees who manage multiple high-net-worth clients. 4. Strict Compliance and Regulatory Oversight: As a wealth management firm, Trajan Wealth operates under strict regulatory guidelines, which can add layers of complexity and oversight to everyday tasks. 5. Potential for High Turnover: Financial services can be a competitive industry, and the high expectations or performance-based structure might lead to high turnover, creating challenges in team consistency.

Viewing 10 - 12 of 29 Reviews

Glassdoor has 30 Trajan Wealth reviews submitted anonymously by Trajan Wealth employees. Read employee reviews and ratings on Glassdoor to decide if Trajan Wealth is right for you.