Walker Sandlin
Walker Sandlin is a registered investment advisor at Stonebridge Capital Management Nw, LLC, based in Ruidoso, NM, with 21 years of industry experience. Walker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $49M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiated or waived for immediate family members of the principles of the firm and certain non-profit organizations. At times, due to special circumstances, a client’s fee may be different than the fee and schedule listed above.
Fee Estimator
Location
Ruidoso, NM
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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 →Employment History
Current Registrations
Stonebridge Capital Management Nw, LLC
Previous Registrations
Stonebridge Capital Management Nw, LLC
Stonebridge Capital Management Nw, LLC
Charles Schwab & CO., INC.
State Registrations3 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.