Patricia Walton
Patricia Walton is a CFP-designated registered investment advisor at Rachor Investment Advisory Services, LLC, based in Linden, MI, with 9 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 483 clients with $210M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $7.5M | 0.25% |
| $7.5M - $10.0M | 0.13% |
| $10.0M - $12.5M | 0.06% |
| $12.5M - $15.0M | 0.03% |
| $15.0M - $17.5M | 0.02% |
| $17.5M - $20.0M | 0.01% |
| $20M+ | 0.00% |
Rachor may negotiate alternative fees on a client-by-client basis. Employees, some family members, and friends may receive lower fees.
Fee Estimator
Location
120 N. Bridge Street, Suite A, Linden, MI, 48451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rachor Investment Advisory Services, LLC
State Registrations1 state
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