Walter Mcneer is a CFP-designated registered investment advisor at Ask Capital Investment Managers, based in Amarillo, TX, with 26 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 100 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ASK Capital Investment Managers provides investment management through a bundled wrap fee program. The specific fee schedule is detailed in a separate regulatory document called the wrap fee program brochure. The firm does not charge performance-based fees and does not require a minimum account opening balance.
Location
600 S. Tyler St., Ste. 1515, Amarillo, TX, 79101
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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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Walter owns ASK Farm, LLC, an agriculture business, since 2012. He dedicates about 10-20% of his time to this venture, including time during securities trading hours.
Employment History
Current Registrations
Ask Capital Investment Managers
Previous Registrations
Spring Capital Management
Fortitude Advisory Group L.L.C.
Purshe Kaplan Sterling InvestmentsBroker
Argentus Securities, LLCBroker
Argentus Advisors, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.
Exams
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