Advisor at LVW Advisors, LLC
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Firm
LVW Advisors, LLC
Location
Pittsford, NY 14534
Credentials
Series 63, Series 65
Industry experience
7 years
Jeffrey Wagner is a financial advisor at LVW Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with LVW Advisors since 2011. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs a combination of active and passive investment strategies, including non-traditional asset classes, and offers both discretionary and nondiscretionary portfolio management tailored to client objectives.
Based on LVW Advisors, LLC
Based on LVW Advisors, LLC
Based on LVW Advisors, LLC
Fixed advisory fees negotiated on a case-by-case basis in limited circumstances
$0 - $10,000,000: 1.00% $10,000,000 - $25,000,000: 0.50% $25,000,000 - $50,000,000: 0.40% $50,000,000+: 0.30%
67 B Monroe Avenue
Pittsford, NY 14534
New York
LVW Advisors LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
CFP®, ChFC®, Series 63
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Series 65
Rochester, NY
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Series 63, Series 65
Fairport, NY
Rothrock Financial Group
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