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Walter Vester

4 Years of Experience
New York, NY

Walter Vester is a registered investment advisor at Huygens Capital LLC, based in New York, NY, with 4 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $1.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
5 clients
Average Client Portfolio
$231K average
Assets Under Management
$1.2M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The annual portfolio management fee is up to 2% and is negotiable. Clients in the Titan active derivatives strategy may also pay a performance-based fee (up to 25% of net profits).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

125 Park Avenue, Suite 1700, New York, NY, 10017

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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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Other Business Activities

Walter works full-time as a Director, Operations Services Excellence at Boston Consulting Group, managing internal change programs. He dedicates nearly full-time hours to this role, with a portion of his time overlapping with securities trading hours.

Employment History
Current Registrations
Huygens Capital LLC
August 2021 - Present · 4 yrs 9 mos
State Registrations1 state
NY
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.