Walter Robertson is a registered investment advisor at Brockenbrough, based in richmond, VA, with 23 years of industry experience. Walter 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 551 clients with $5.4B 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 | 0.90% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.30% |
| $75M+ | 0.20% |
Fees are negotiable and may be higher or lower than the stated schedule at Brockenbrough's discretion.
Fee Estimator
Location
1802 Bayberry Ct STe 400, richmond, VA, 23226
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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 ActivitiesSells Insurance
Walter is a Senior Adviser with Bengur Bryan & Co., Inc. and provides consulting services to various entities through Lowe Brockenbrough & Co. or as an independent contractor. He also dedicates minimal time to Cylo, LLC and a few hours per week as Chairman of the Finance Committee for the American Civil War Museum & Foundation.
Employment History
Current Registrations
Brockenbrough
Previous Registrations
Bengur Bryan & CO., INC.Broker
Cary Street PartnersBroker
Sterne, Agee & Leach, INC.Broker
Scott & Stringfellow, LLC
Clearview Correspondent Services, LLCBroker
Scott & Stringfellow, LLCBroker
State Registrations1 state
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