Edward Walter
Edward Walter is a registered investment advisor at Mpwm Advisory Solutions LLC, based in Roswell, GA, with 30 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 667 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPWM Advisory Solutions charges an annual investment advisory fee of up to 2.25% of your portfolio, paid quarterly in advance. The specific fee depends on the complexity of services, the amount you invest, and your overall relationship with MPWM. Fees may be negotiable. If MPWM recommends an independent manager, the total fee you pay, including MPWM's fee and the independent manager's fee, will not exceed 2.60% annually.
Location
Roswell, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business Activities
Edward operates Citadel Wealth Management LLC as a DBA for his LPL business, dedicating nearly full-time hours to it. He also has Ed Walter LLC, a business entity for tax/investment purposes only, requiring minimal time.
Employment History
Current Registrations
Mpwm Advisory Solutions LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations5 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.