John Walker is a registered investment advisor at Trek Financial, based in Littleton, CO, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 4,688 clients with $2.8B 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 $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees are subject to negotiation. Clients also pay an additional household platform fee ranging from 0.33% to 0.065%, and certain model portfolios add 0.15% to 0.75%.
Fee Estimator
Location
10488 W. Centennial Road, Suite 510, Littleton, CO, 80127
Get directionsHistory
Regulatory History (1)
Criminal
February 2003Other Business Activities
John is a board member and secretary for Meadow Ranch Homeowners Association since 2016, fulfilling general HOA roles and responsibilities. This requires minimal time.
Employment History
Current Registrations
Trek Financial
Previous Registrations
World Equity Group, INC.Broker
World Equity Group, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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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