Kathleen Walker is a CFP-designated registered investment advisor at Goar, Endriss & Walker, P.A., based in Sarasota, FL, with 25 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning.
Compensation
Firm Size
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Fee Structure
Goar, Endriss & Walker offers investment management as part of a retainer arrangement. The annual fee is calculated based on a percentage of your portfolio and the anticipated financial services needed. This fee is paid quarterly. The minimum annual retainer fee is $6,000. This includes portfolio monitoring, semi-annual performance reports, assistance with spending and estate planning, semi-annual consultations, and ongoing access to their financial planning staff.
Location
1590 First Street, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Goar, Endriss & Walker, P.A.
State Registrations1 state
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