Orlow Walstad is a CFA-designated registered investment advisor at Waverly Advisors, LLC, based in Atlanta, GA, with 15 years of industry experience. Orlow operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Location
3300 Riverwood Parkway, Suite 1075, Atlanta, GA, 30339
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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.
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Orlow is a board member of Walstad Investment Counsel, assisting his aunt with the business in case of incapacitation. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Bt Wealth Management, LLC
Northwestern Mutual Investment Services,llc
Walstad Investment Counsel, INC.
State Registrations1 state
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.