Amber Walker
Amber Walker is a registered investment advisor at Symphony Financial, LTD. CO., based in Houston, TX, with 4 years of industry experience. Amber is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,850 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual management fee ranges between 0% and 2.50% depending on the size and composition of the portfolio and services rendered. Fees are negotiable based on criteria such as anticipated future assets, account size, relationship history, and complexity.
Fee Estimator
Location
4295 San Felipe, Suite 300, Houston, TX, 77027
Get directionsHistory
Regulatory History (1)
Criminal
November 1996Other Business Activities
Amber is a notary for the State of Texas since 2017. This activity is not investment-related.
Employment History
Current Registrations
Symphony Financial, LTD. CO.
LPL Financial 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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