Andrew King
Andrew King is a CFP-designated registered investment advisor at Walkner Condon Financial Advisors LLC, based in Verona, WI, with 39 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 632 clients with $730M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
958 Liberty Drive, Suite 205, Verona, WI, 53593
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is an independent insurance agent with King Financial Group, LLC, selling and servicing fixed insurance products, dedicating minimal time to this activity. He also serves as a trustee for the United Way of Dane County Foundation, spending minimal time providing input on direction and strategies.
Employment History
Current Registrations
Walkner Condon Financial Advisors LLC
Previous Registrations
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
Coltrane Securities Network, INC.Broker
Century Investors of America, INC.Broker
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.