Walter Gilmore is a registered investment advisor at K R Financial LLC, based in Princeton, NJ, with 19 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, High Net Worth, Investment Management, Tax Planning. Their firm serves 25 clients with $91M 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 $10.0M | 0.63% |
| $10.0M - $30.0M | 0.50% |
| $30.0M - $50.0M | 0.38% |
| $50M+ | 0.25% |
Advisory clients who also use the Shared Family Office Services may receive a reduced fee on the KR Financial’s investment supervisory services. KR Financial’s actual fees may be negotiated.
Fee Estimator
Location
Princeton, NJ
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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.
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Walter is a practicing attorney at The Gilmore Firm LLC, dedicating nearly full-time hours to this role. He also serves as CCO for Clearbrook, LLC and related entities, spending a few hours per week, and as CCO for KR Financial LLC, spending minimal time.
Employment History
Current Registrations
K R Financial LLC
Kr Securities, LLCBroker
Previous Registrations
Rilex Capital LLC
Pcb Capital LLC
Mk3 Wealth LLC
Family Wealth Partners LLC
Managed Account Services, LLCBroker
Goldman, Sachs & CO.Broker
Morgan Stanley & CO., IncorporatedBroker
State Registrations1 state
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