Walter Marbert
Walter Marbert is a CFP-designated registered investment advisor at Richard Young Advisors, based in Augusta, GA, with 22 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,940 clients with $1.2B 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 $500K | 1.45% |
| $500K - $1.0M | 0.85% |
| $1.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
Management fees are negotiable and may be discounted.
Fee Estimator
Location
205 Hudson Trace, Suite A, Augusta, GA, 30907
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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
Walter is the owner, president, and representative of Richard Young Associates, Ltd, a fee-based asset management and financial planning firm. He also works as an insurance agent, selling various insurance products and dedicating minimal time to this activity.
Employment History
Current Registrations
Richard Young Advisors
State Registrations2 states
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