Walter Moore
Walter Moore is a CFP-designated registered investment advisor at Appaloosa Wealth Management LLC, based in Independence, OH, with 26 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 71 clients with $84M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for portfolios over $3,000,000.
Fee Estimator
Location
Crown Centre 5005 Rockside Road, Suite 600, Independence, OH, 44131
Get directionsHistory
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 solicits and writes non-variable insurance, including term, whole life, and universal life, dedicating about 10-20% of his time to this activity. He also operates under the DBA Planned Financial Services, spending nearly full-time on this endeavor, and is a registered investment advisor with Planned Financial Services.
Employment History
Current Registrations
Appaloosa Wealth Management LLC
Previous Registrations
LPL Financial LLC
Planned Financial Services
Ownership Advisors, INC.
Linsco/private Ledger CORP.
State Registrations1 state
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