Timothy Walker
Timothy Walker is a registered investment advisor at Anchor Capital Management LLC, based in Marysville, WA, with 7 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 23 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Anchor Capital Management does not directly manage your investments. Instead, they recommend third-party investment managers who will manage your assets. You will pay the third-party manager a fee based on the value of your account. Anchor Capital Management receives 50% of the fee charged by the third-party manager. The fees for Smart Portfolios range from 0.60% to 1.5%. The fees for WealthMark LLC are a flat 1%. These fees are negotiable at the manager's discretion.
Location
Marysville, WA
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Regulatory History (1)
Criminal
August 1992Employment History
Current Registrations
Anchor Capital Management LLC
Previous Registrations
AXA Advisors, LLCBroker
State Registrations1 state
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.