Courtney Walker
Courtney Walker is a registered investment advisor at Sage Advisory Services LTD CO, based in Riverview, FL, with 9 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,363 clients with $28B 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 $10.0M | 0.40% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.25% |
Rates vary by strategy. Cash duration ranges from 0.15% to 0.20%; standard fixed income and exchange-traded fund strategies range from 0.20% to 0.40%. Fees are negotiable for larger balances.
Fee Estimator
Location
Riverview, FL
Get directionsHistory
Regulatory History (1)
Financial
May 2018Employment History
Current Registrations
Sage Advisory Services LTD CO
Previous Registrations
Raymond James & Associates, INC.Broker
Carillon Fund Distributors, INC.Broker
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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