David Walter
David Walter is a CFP-designated registered investment advisor at Halberstadt Financial Consultants INC, based in Princeton, NJ, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 158 clients with $190M 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 - $2.0M | 0.50% |
| $2M+ | 0.33% |
Fees are paid quarterly in advance. The minimum annual fee is $4,000. Fees may be negotiated based on account size or additional services.
Fee Estimator
Contact
David Walter
Location
50 North Tulane St., Princeton, NJ, 08542
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2019Employment History
Current Registrations
Halberstadt Financial Consultants INC
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
Additional Information
We offer a no-cost, no obligation "Get Acquainted meeting in person or over the phone." This meeting will give you the opportunity to learn more about us, and for us to determine which of our services best fit your needs. We look forward to hearing from you.
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