Walter Schacht
Walter Schacht is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Naples, FL, with 24 years of industry experience. Walter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B 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 $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
801 Laurel Oak Drive, 2nd Floor, Naples, FL, 34108
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2005Other Business Activities
Walter profiles clients and refers them to the proper channels based on their needs as a Regions Wealth Advisor. He also serves as a board member for Naples Endowment and Catholic Charities, and volunteers for Honor Flight of Collier County, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
BMO Harris Financial Advisors, INC.Broker
Infinex Investments, INC.Broker
Harris Investor Services, INC.Broker
Wells Fargo Investments, LLCBroker
Citicorp Investment ServicesBroker
First Union Brokerage Services, INC.Broker
Independence One Brokerage Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations2 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.
Exams
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