April Walstad
April Walstad is a CFA-designated registered investment advisor at Walstad Investment Counsel, INC., based in Santa Barbara, CA, with 31 years of industry experience. April operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $75M 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 $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees may be negotiable under certain circumstances, such as a substantially larger than average account, a family group of accounts, or a portfolio with a large concentration in one security.
Fee Estimator
Location
1470 East Valley Road, Suite A-1, Santa Barbara, CA, 93108
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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 Activities
April is the shareholder, director, and president of Walstad Investment Counsel, Inc., a California corporation founded in 1994.
Employment History
Current Registrations
Walstad Investment Counsel, INC.
State Registrations3 states
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