Robert Walker
Robert Walker is a registered investment advisor at Liberty Capital, based in Portland, OR, with 39 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 131 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable. Liberty Capital does not currently charge over 2.00%, but may charge up to 2.75% for active accounts with frequent trading and lower account values.
Fee Estimator
Location
1618 SW First Ave., Suite 425, Portland, OR, 97201
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Other Business ActivitiesSells Insurance
Robert offers life insurance and fixed annuity products as an additional service to clients outside of Liberty Capital. He spends minimal time on this activity.
Employment History
Current Registrations
Liberty Capital
Liberty Capital Investment CorporationBroker
Previous Registrations
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Ameritrade Northwest, INC.Broker
Integrated Resources Equity CorporationBroker
Fsc Securities CorporationBroker
State Registrations7 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.