Walter Beck is a CFA-designated registered investment advisor at Tailwind Wealth Management, LLC, based in Hingham, MA, with 32 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, Investment Management, Retirement Planning. Their firm serves 32 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tailwind Wealth charges a fee based on the value of your investments. The fee is up to 1.00% annually, and is based on the complexity of the services, the amount of assets managed, and the overall relationship. The fee is charged quarterly, in advance. There is a $2,500 minimum annual fee, which may be waived or adjusted.
Location
Hingham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tailwind Wealth Management, LLC
Previous Registrations
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
National Financial Services LLCBroker
Pyramis Distributors Corporation LLCBroker
Dws Investments Distributors, INCBroker
UBS Global Asset Management (US) INC.Broker
UBS Global Asset Management (US) INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James & Associates, INC.Broker
State Registrations3 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.