Phillip Walker
Phillip Walker is a registered investment advisor at Tony Walker Financial, based in Bowling Green, KY, with 16 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,828 clients with $370M 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 $50K | 1.25% |
| $50K - $500K | 0.80% |
| $500K - $1000K | 0.60% |
| $1M+ | 0.40% |
Fees are negotiable. Legacy clients may receive a lower fee schedule. Previous fee schedules may be in effect that differ from the above.
Fee Estimator
Location
2451 Industrial Drive, Bowling Green, KY, 42101
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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
Phillip is the president of WorryFree, Inc., a media and marketing firm, dedicating about 10-20% of his time. He is also an independent licensed insurance agent since 1996, holding Life & Health licenses.
Employment History
Current Registrations
Tony Walker Financial
State Registrations2 states
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