Korwin Wall
Korwin Wall is a registered investment advisor at Kdwallstreet Investment Advisor LLC, based in Topeka, KS, with 24 years of industry experience. Korwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 91 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable.
Fee Estimator
Location
6540 SW 10th Ave, Ste 102, Topeka, KS, 66615
Get directionsHistory
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 ActivitiesSells Insurance
Korwin owns KDWallStreet Financial Services LLC, providing tax preparation, bookkeeping, and business consulting, dedicating full-time hours from January to April and about a quarter of their time from May to December. Korwin is also an independent insurance agent and owner of KDWallStreet Mortgage LLC, spending a few hours per week on insurance and about a third of their time on mortgage financing.
Employment History
Current Registrations
Kdwallstreet Investment Advisor LLC
Previous Registrations
Kdwallstreet Investment Advisors
Cornerstone Advisors
State Registrations2 states
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