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
11 years
Sara Wise is a financial advisor at Roseman Wagner Wealth Management with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Eagle Strategies LLC and NYLife Securities LLC. 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 and manages both individual and pooled accounts using tailored income and growth strategies.
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
Roseman Wagner Wealth Management
2022 - Present (4 years)
Eagle Strategies (NY Life)
2021 - 2022 (1 year)
NYLife Securities Llc
2014 - 2021 (7 years)
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Real estate agent
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Other specialized services
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