CW
CW
Corey Walker
7 Years of Experience
Bedford, NH
3 Disclosures
Corey Walker is a registered investment advisor at Walker Capital Partners, LLC, based in Bedford, NH, with 7 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $3.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
33 clients
Average Client Portfolio
$94K average
Assets Under Management
$3.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Advisory fee is negotiable depending on individual client circumstances. Family accounts may be combined to reach breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
15 Constitution Drive, Suite 1A #151, Bedford, NH, 03110
Get directionsHistory
Regulatory History (3)
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Regulatory
September 2023Final
Employment Separation After Allegations
June 2023Employment Separation After Allegations
June 2022Employment History
Current Registrations
Walker Capital Partners, LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Osaic Institutions, INC.
March 2024 - April 2024 · 1 mo
Osaic Institutions, INC.Broker
February 2024 - April 2024 · 2 mos
MML Investors Services, LLC
July 2022 - July 2023 · 1 yr
MML Investors Services, LLCBroker
June 2022 - July 2023 · 1 yr 1 mo
Northwestern Mutual Investment Services, LLCBroker
May 2017 - July 2022 · 5 yrs 2 mos
State Registrations2 states
NHTX
Advisor
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
No exam information available for this advisor.