Laura Walker is a registered investment advisor at Munn Wealth Management, LLC, based in Maumee, OH, with 15 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 796 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Munn Wealth Management's investment management fees are negotiable but generally range from 0.50% to a maximum of 2.00% of the value of your portfolio per year. This fee is in addition to any fees payable to other managers, including Camelot Portfolios. Fees are typically debited directly from your account on a quarterly or monthly basis, depending on the custodian.
Location
1700 Woodlands Drive, Suite 100, Maumee, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laura is a relationship manager at Munn Wealth Management, dedicating most of her time to this role. She also works as an attorney and owns The Mill House Bed & Breakfast, dedicating minimal time to each.
Employment History
Current Registrations
Munn Wealth Management, LLC
Previous Registrations
Camelot Portfolios, LLC
Next Financial Group, INC.
Wells Fargo Advisors, LLC
State Registrations1 state
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