MC
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Molly Crider

20 Years of Experience
Verona, MO

Molly Crider is a registered investment advisor at Walker Asset Management, LLC, based in Verona, MO, with 20 years of industry experience. Molly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 192 clients with $280M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
192 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$284.2M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

Walker Asset Management (WAM) provides investment management services through a wrap fee program. The fees and expenses for this program are detailed in a separate brochure. WAM also offers investment advisory services where fees are negotiated in advance, generally ranging from 0.50% to 1.50% depending on the complexity of the engagement. These fees are based on the services provided, not the amount of assets managed, and are deducted from client accounts quarterly.

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Location

Verona, MO

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Walker Asset Management, LLC
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Signalpoint Asset Management LLC
September 2013 - February 2017 · 3 yrs 5 mos
Wells Fargo Advisors Financial Network, LLC
March 2007 - September 2013 · 6 yrs 6 mos
Morgan Stanley
February 2006 - March 2007 · 1 yr 1 mo
State Registrations1 state
MO
Advisor

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
No exam information available for this advisor.
Molly Crider - Financial Advisor | TrueAdvisor