CW
CFP · ChFC
CW
CFP · ChFC

Christopher Aaron Walker

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
886 clients
Average Client Portfolio
$457K average
Assets Under Management
$404.9M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $1.5M0.75%
$1.5M - $5.0M0.50%
$5M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

315 S. Almon, Moscow, ID, 83843

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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 ActivitiesSells Insurance

Christopher is a member of HRC Wealth Management, dedicating nearly full-time hours to wealth management and client meetings. He also works as a sales representative for health insurance and an insurance agent selling fixed insurance products, spending minimal time and a few hours per week, respectively.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2020 - Present · 6 yrs
Hrc Wealth Management, LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services,llc
April 2013 - January 2020 · 6 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
February 2009 - January 2020 · 10 yrs 11 mos
State Registrations5 states
CAIDORUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.