Clinton Walkner is a registered investment advisor at Walkner Condon Financial Advisors LLC, based in Madison, WI, with 21 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 632 clients with $730M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
3418 Monroe Street, Madison, WI, 53711
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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.
Learn about disclosures →Other Business Activities
Clinton is a board member at Nakoma Golf Club, dedicating minimal time outside trading hours. He is also a member of ManBearPig Industries LLC, a pass-through LLC with no ongoing duties related to a private investment in a restaurant.
Employment History
Current Registrations
Walkner Condon Financial Advisors LLC
Previous Registrations
Securities America Advisors, INC.
Financial Network Investment Corporation
State Registrations3 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.