Relationship-focused service. Trusted financial advisors.
The advisors of Gagne Wealth Management Group have dedicated their entire careers to providing strategic financial advice and helpful guidance to their valued clients. Jay Gagne spent 10 years at Merrill-Lynch and then transitioned their business to Raymond James in 2004. Gagne Wealth Management is a family-owned business, Jay is dedicated to the creation of financial success for you and your family for generations to come.
At our practice, we believe our clients feel a sense of closeness to our team and a confidence that we have their best interests at heart. Because our payment model is one in which clients pay a small amount over time versus a large upfront fee, we have a vested interest in our clients’ long-term financial goals.
We are here as a resource to you and go beyond simply providing financial advice by openly providing education on all potential financial offerings. We’ll take the time to walk through available options and answer questions openly and honestly.
Contact us now for a complimentary, no-obligation financial consultation. Simply visit our Get In Touch page or call us toll-free at 866.461.7673.
Raymond James is not affiliated with any of the listed organizations.
We primarily offer fee-based advisory services charging a flat fee based on a client's total assets under advisement. However, if deemed appropriate and in our client's best interest, we also provide commissioned brokerage services. Though our financial advisor provides clients with great care and recommendations, advisors only have a legal fiduciary obligation to advisory clients.
In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement.
Be sure to consider all of your available options and the applicable fees and features for reach option before moving your retirement assets. For additional information and what is suitable for your particular situation, please consult us.
