Walter Garbacik is a registered investment advisor at Augeo Wealth Management, based in Westwood, MA, 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 Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on account size, complexity, anticipated growth, related accounts, and overall relationship scope.
Fee Estimator
Location
Westwood, MA
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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 →Employment History
Current Registrations
Augeo Wealth Management
Previous Registrations
Fidelity Brokerage Services LLCBroker
National Financial Services LLCBroker
Mesirow Financial, INC.Broker
Barclays Capital INC.Broker
Lehman Brothers INC.Broker
Advest, INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Goldman, Sachs & CO.Broker
Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.
Exams
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