Eric Walter is a CFP-designated registered investment advisor at Spraker West Wealth Management, INC, based in Winter Park, FL, with 3 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 144 clients with $270M 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 $400K | 1.50% |
| $400K - $600K | 1.25% |
| $600K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are negotiable for family relationships, grandfathered clients, and complex situations.
Fee Estimator
Location
334 W. Morse Blvd., Winter Park, FL, 32789
Get directionsHistory
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
Spraker West Wealth Management, INC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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
More Advisors
- John West, CFPSpraker West Wealth Management, INC
- Kyron Harold, CFASpraker West Wealth Management, INC
- Ryan Evans, CFPKestra Advisory Services, LLC
- Lauren Wright, CFPAmeriprise Financial Services, LLC
- Joel Garris, CFPNelson Advisory Services, INC.
- Samuel Glickman, CFPUBS Financial Services INC.