WM
WM

Walter Myers

15 Years of Experience
Wimauma, FL
May Earn Commission

Walter Myers is a registered investment advisor at Myers, Walter L, based in Wimauma, FL, with 15 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 15 clients with $3.3M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.3M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Clients can also choose a commission-based schedule. Fees may be lower than the stated rate schedule under some circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Wimauma, FL

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Walter works as a cashier at Walmart since 2008. He is also an RIA.

Employment History
Current Registrations
Myers, Walter L
May 2010 - Present · 16 yrs
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.