Alec Walker
Alec Walker is a CFP-designated registered investment advisor at Crestmont Private Wealth LLC, based in Boerne, TX, with 11 years of industry experience. Alec operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 177 clients with $300M 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 | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.30% |
Fee schedules are negotiable and may be aggregated on a family basis.
Fee Estimator
Location
604 S. Main, Boerne, TX, 78006
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Alec works as an insurance agent, selling and servicing general lines of insurance since 2015.
Employment History
Current Registrations
Crestmont Private Wealth LLC
Previous Registrations
Avondale Wealth Management LLC
State Registrations1 state
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