Aug 23, 2025
Trajan Wealth Response
7moWe're sorry for your experience and will integrate your advice further. Annuities account for approximately 25% of our business and typically have fees of 1% or less per year. We wish you the best.
Trajan Wealth reviews
48% would recommend to a friend
Jeff Junior
50% approve of CEO
47% positive business outlook
Parent or family caregiver
Veteran status
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
May 14, 2025
Trajan Wealth Response
1yTrajan 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.
Mar 25, 2025
Scam
Anonymous employee
Trajan Wealth Response
1yTrajan 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.
