Walter Jessee is a CFP-designated registered investment advisor at Impact Financial, LLC, based in Henrico, VA, with 10 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 40 clients with $29M 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 | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.35% |
Clients with under $500,000 pay a recurring fixed fee of $1,250 per quarter. Total fees will not exceed 2% of assets under management per year. Fees are negotiable.
Fee Estimator
Contact
Walter Jessee
Location
Henrico, VA
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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 →Employment History
Current Registrations
Impact Financial, LLC
Previous Registrations
Taylor Hoffman Wealth Management, LLC
Morgan Stanley
Morgan StanleyBroker
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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