Advisor at Roseman Wagner Wealth Management
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Firm
Roseman Wagner Wealth Management
Location
Rocklin, CA 95677
Credentials
Series 63, Series 65
Industry experience
25 years
Aaron Wagner is a financial advisor with Roseman Wagner Wealth Management in Rocklin, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Roseman Wagner Wealth Management since 2008 and previously worked at Silver Oak Securities. Outside of advising, he manages a Costa Rica-based entity, Casa Dos Vistas MA SRL. Roseman Wagner Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, corporations, charitable organizations, and a pooled private investment vehicle. The firm employs a fundamental, discount-from-value investment approach with a focus on undervalued opportunities, work-outs/arbitrage, and larger control positions, managing roughly $1.3 billion in discretionary assets.
Based on Roseman Wagner Wealth Management
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001 - $25,000,000: 0.75% annually $25,000,001 - $50,000,000: 0.65% annually Over $50,000,001+: 0.50% annually
20% carried interest performance allocation from the Fund for qualified investors only; no performance fees charged to other clients.
Account minimum: $1,000,000
4970 Rocklin Road, Suite 200
Rocklin, CA 95677
California · Texas · Utah
Rwwm, Inc. Roseman Wagner Wealth Management
2008 - Present (18 years)
Silver Oak Securities
2008 - 2021 (13 years)
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Other specialized services
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