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Blake Walker

12 Years of Experience
Salt Lake City, UT

Blake Walker is a registered investment advisor at Grandeur Peak Global Advisors, based in Salt Lake City, UT, with 12 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $4.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
18 clients
Average Client Portfolio
$270.7M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Grandeur Peak Global manages investments for mutual funds, private funds, and separately managed accounts.

For separately managed accounts, the management fee for the International Opportunities strategy is 1.15% annually on the first $60 million and 0.90% on assets above $60 million. The management fee for the Global Stalwarts and International Stalwarts offerings is 0.70% annually. The management fee for the Global Explorer offering is 0.90% annually. Some clients pay performance-based fees.

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Location

136 S Main St, Ste 720, Salt Lake City, UT, 84101

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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
Grandeur Peak Global Advisors
August 2017 - Present · 8 yrs 8 mos
Previous Registrations
Wasatch Advisors INC
April 2007 - July 2011 · 4 yrs 3 mos
State Registrations1 state
UT
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.
Blake Walker - Financial Advisor | TrueAdvisor