Scam - Anonymous employee Trajan Wealth Employee Review

1.0
25 Mar 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Location and the cleanness of the office

Cons

They survive on putting clients in high fee annuities and a nonstop flow of naive clients with low portfolio value and high fees. The customer service is almost non existent. Clients are put into wrong funds for their needs and left there. One young client with $35k was charged 2.5%.

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Trajan Wealth Response
1y
Trajan 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.

Explore other reviews about Trajan Wealth

5.0
5 Nov 2025
Recommend
CEO approval
Business outlook

Pros

Fast paced with an accountability to all mindset. For someone who’s focused on the outcome, Trajan can be a great place that anyone in any role can make a significant impact. Hard work and results are recognized and rewarded. Upper management is open to new ideas and gives autonomy to execute.

Cons

Not a great fit for someone who’s just looking to float under the radar.

2.0
15 Sept 2025
Recommend
CEO approval
Business outlook

Pros

The pay and benefits seemed attractive at first, with a decent salary and company-paid medical coverage. It quickly became clear that this was just a lure to trap employees into a nightmare.

Cons

Executive leadership is obsessed with growth and revenue, but the staff beneath them bear the full weight of their ambition. Incoming accounts and clients pile on an impossible workload, and asking for help only makes things worse. Requests for support are ignored, deadlines are tightened, and employees are forced to work even longer hours. Morale plummets as frustration and exhaustion take over. The environment is toxic beyond measure. Harassment, inappropriate behavior, blatant favoritism, and constant gaslighting are rampant. Employees are exploited and abused for simply trying to meet leadership’s unreasonable expectations. Hard work is met with zero acknowledgment or appreciation. This place is a true corporate nightmare, and anyone aware of what goes on here would steer far away.

1
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Trajan Wealth Response
7mo
Thank you for sharing your feedback. We’re truly sorry to hear that your experience with our leadership and workplace culture has been negative. Your comments about communication, recognition, and employee well-being are deeply concerning and don’t reflect the environment we strive to create. Our people are the foundation of our success, and we want everyone here to feel valued and heard.
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