CW
CFA
CW
CFA

Christian Walker

9 Years of Experience
New York, NY

Christian Walker is a CFA-designated registered investment advisor at Walker Capital Advisors, based in New York, NY, with 9 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 33 clients with $8.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
33 clients
Average Client Portfolio
$255K average
Assets Under Management
$8.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.85%
$5M+0.75%

The Annual Advisory Fee Rate may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

401 Park Avenue South, 10th Floor, New York, NY, 10016

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Walker Capital Advisors
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Walker Capital Advisors
March 2017 - December 2017 · 9 mos
Walker Capital Advisors
September 2016 - December 2016 · 3 mos
Academy Securities, INC.Broker
January 2016 - June 2016 · 5 mos
State Registrations3 states
CONYTN
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.
Christian Walker - Financial Advisor | TrueAdvisor