Walter Simmons is a registered investment advisor at Ironwood Investment Advisers, LLC, based in Port Allen, LA, with 9 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 39 clients with $21M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Port Allen, LA
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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
Walter is a CPA partner at TWRU CPAs & Financial Advisors and a member of TWRU Private Wealth Management, LLC. He refers clients to the investment advisor and receives referral fees, while devoting all of his time to accounting services.
Employment History
Current Registrations
Ironwood Investment Advisers, LLC
Previous Registrations
Twru Private Wealth Management, LLC
State Registrations1 state
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