Walter Mccormac
Walter Mccormac is a registered investment advisor at Bluefin Financial, based in Moorestown, NJ, with 53 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 324 clients with $260M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Location
212 West Route 38, Suite 106, Moorestown, NJ, 08057
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2007Other Business ActivitiesSells Insurance
Walter earns rental income from real estate and works as president of a financial services and insurance sales business since 1989, dedicating minimal time to the real estate. He is also an investment advisor representative with Securities America Advisors since 2003 and volunteers on a community dispute resolution committee.
Employment History
Current Registrations
Bluefin Financial
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Bache Halsey Stuart INC.Broker
Bache & CO IncorporatedBroker
Bache & CO., IncorporatedBroker
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.