Richard Walker is a registered investment advisor at Robert M Walker & Associates, based in Taylorsville, KY, with 26 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 8 clients with $11M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,000. Clients whose accounts are comprised exclusively of mutual funds and cash equivalents will be charged a flat 1% of assets under management in addition to any additional mutual fund fees.
Fee Estimator
Location
Taylorsville, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Robert M Walker & Associates
State Registrations1 state
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