Samuel Walker
Samuel Walker is a registered investment advisor at Affinity Financial - the Walker Group LLC, based in Zionsville, IN, with 12 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 102 clients with $42M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
In addition to the above fees, clients may also be charged a 0.10% annual platform fee for access to the Client Portal and Money Guide Pro software program. Fees are generally negotiable.
Fee Estimator
Location
Zionsville, IN
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2017Other Business ActivitiesSells Insurance
Samuel is an insurance agent since 2012, dedicating about 10% of his time to offering insurance products. He is also involved in several real estate ventures, including Impact Trash Solutions, Twenty20 Real Estate LLC, Affinity Real Estate LLC, and rental property co-ownership, each requiring minimal time commitment.
Employment History
Current Registrations
Affinity Financial - the Walker Group LLC
Previous Registrations
Affinity Financial - the Walker Group LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, 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.