Tracee
Wagner
Advocacy Wealth Management, LLC
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About this Advisor
Tracee Wagner is a financial advisor based in Miami Beach, Florida, working with Advocacy Wealth Management, LLC. Tracee has previously held positions at Advocacy Wealth Management, LLC and Assembly Legal, F/K/A Trialworks Dba Lawex Corporation. Tracee has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Tracee is part of Advocacy Wealth Management, LLC, which operates out of Miami Beach, Florida. The firm has 4 offices and 30 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Advocacy Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Advocacy Wealth Management, LLC Brokerage Details
$1,723,821,312
30
1,715
$1,005,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Tracee Wagner Work History
Advocacy Wealth Management, LLC
Assembly Legal, F/K/A Trialworks Dba Lawex Corporation
Disclosures
Please visit the SEC profile of Tracee Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advocacy Wealth Management, LLC
Atlanta, GA
Columbia, SC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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