Walter Hartford is a CFA-designated registered investment advisor at Edward Jones, based in Beverly, MA, with 8 years of industry experience. Walter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
100 Cummings Center, Suite 107 Q, Beverly, MA, 01915-6115
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 →Other Business Activities
Walter is a board member of the Greater Beverly Chamber of Commerce, a committee member of Beverly Rotary, and Vice President/Director of Two Grateful Friends. These activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations11 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
- Jeffrey Lacross, CFP, PFSIntegrated Wealth Concepts LLC
- Thomas Colbert, ChFCCetera Investment Advisers LLC
- Damon Deluties, CFPWells Fargo Advisors
- Samuel Cohen, CFA, CFPPark State Asset Management LLC
- James Mccall, CFAIpswich Investment Management Company, INC
- Seth Clemmer, CFPWells Fargo Advisors