Yale Walker
Yale Walker is a registered investment advisor at Psi Advisors, LLC, based in St Petersburg, FL, with 14 years of industry experience. Yale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,168 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PSI Advisors offers investment management services through various LPL Financial advisory programs. Fees are negotiable and vary depending on the program and account size. Maximum annual fees are: Manager Access Select (3.00% for legacy accounts, 2.5% for new accounts), Optimum Market Portfolios (2.50%), Personal Wealth Portfolios (2.50%), Model Wealth Portfolios (2.65%), Small Market Solution (0.95%), and Guided Wealth Portfolios (1.35%). These fees cover investment advice and management. Clients may incur additional fees from mutual funds and ETFs.
Location
2553 1st Ave N, St Petersburg, FL, 33713
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
September 2016Judgment / Lien
March 2016Other Business ActivitiesSells Insurance
Yale is associated with Walker Wealth Management LLC, dedicating full-time hours to the firm and about half their time to fixed insurance. This activity is not investment-related.
Employment History
Current Registrations
Psi Advisors, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Northwestern Mutual Investment 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.