Walter Wittrock
Walter Wittrock is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Vancouver, WA, with 13 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, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Other Business Activities
Walter is the President of Wittrock Financial Inc., spending approximately 65 hours per month on securities and fixed business. He is also the Vice President of Great Lakes Fish Growers, but dedicates no time to this non-investment related business, and he is a solicitor for Legacy Lock, LLC, spending a few hours per week providing estate planning software.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Trek Financial
Intersecurities, INC.
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.