Walter Lunsford is a registered investment advisor at Waverly Advisors, LLC, based in Birmingham, AL, with 41 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Location
600 University Park Place, Suite 501, Birmingham, AL, 35209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter is the President/CEO of 9258 Wealth Management, a registered investment advisory firm, dedicating full-time hours to this role. He also serves as the Executive Director for The Hatton Foundation, spending minimal time, and is the President/Owner of Lunsford Cattle Company, LLC and Lunsford Ridge Farm, LLC, spending a few hours per week on each.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
9258 Wealth Management, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Advest, INC.
Advest, INC.Broker
Painewebber IncorporatedBroker
J.C. Bradford & CO.Broker
Mcdonald & Company Securities, INC.Broker
Gradison & Company IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.