Horrible People Follow Unethical Practices to Extract Higher Fees - Anonymous Employee- Former Employee Trajan Wealth Employee Review

1.0
Aug 23, 2025
Recommend
CEO approval
Business Outlook

Pros

It is an independent investment advisory firm that provides individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios.

Cons

They brag about having customers’ best interests in mind, but do a poor job of it. They lie blatantly to customers and invest their funds in high-fee annuities to earn a good profit. It’s unprofessional and unethical. Please avoid trusting these fake people. They aren’t loyal to employees as well. They often blame employees for their own mistakes.

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Trajan Wealth Response
7mo
We're sorry for your experience and will integrate your advice further. Annuities account for approximately 25% of our business and typically have fees of 1% or less per year. We wish you the best.

Explore other reviews about Trajan Wealth

5.0
Nov 5, 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
Sep 15, 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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