David Walker is a CFA-designated registered investment advisor at Moody, Lynn, Lieberson & Walker, LLC, based in Boston, MA, with 8 years of industry experience. David 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 536 clients with $2.2B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Location
One Boston Place, Boston, MA, 02108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Moody, Lynn, Lieberson & Walker, LLC
State Registrations1 state
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