Walton Ward is a registered investment advisor at Course 26, LLC, based in Fort Worth, TX, with 10 years of industry experience. Walton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
201 Main Street, Suite 1880, Fort Worth, TX, 76102
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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
Walton occasionally consults for other persons on a non-discretionary basis, typically without providing investment advice. He also helps manage W2 Managers LLC, Sidekick Managers LLC, and Sidekick Fund A GP LLC, which operate and manage the Sidekick Funds, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Course 26, LLC
State Registrations2 states
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