Shala Walker is a CFP-designated registered investment advisor at Linscomb Wealth, INC., based in Houston, TX, with 13 years of industry experience. Shala operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,665 clients with $5.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Standalone Treasury bond ladders are charged a flat 0.25% annual fee. Family office services for accounts over $20 million have a separate schedule starting at 0.50%. Fees are negotiable.
Fee Estimator
Location
1333 West Loop South, Suite 1500, Houston, TX, 77027
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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 →Employment History
Current Registrations
Linscomb Wealth, INC.
Previous Registrations
Valmark Securities, INC.Broker
Foreside Financial Services, LLCBroker
Mar Vista Investment Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Stavis & Cohen Private Wealth, LLC
Scf Private Wealth Holdings, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Mercer Global Advisors INC.
Morgan Stanley
Morgan StanleyBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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
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