Conrad Walker is a registered investment advisor at Verity Asset Management, based in Danville, CA, with 7 years of industry experience. Conrad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 5,730 clients with $1B 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 $100K | 1.50% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.45% |
These fees apply to accounts at AXOS Advisor Services, Charles Schwab Institutional, Fidelity IWS, and PCS. Alternate fee arrangements are available and may be agreed upon based on individual circumstances. The Enhanced Income Model has a flat 0.60% annual advisory fee, and the Tax-Exempt Income Model has a flat 0.90% annual advisory fee. Model-specific and strategy-specific investment management fees may also apply.
Fee Estimator
Location
465 El Capitan Dr, Danville, CA, 94526-4942
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 ActivitiesSells Insurance
Conrad works as an insurance agent for Teacher's Pension and Insurance Services, Inc. since 2016, selling insurance and annuity products. This activity takes nearly all of Conrad's time.
Employment History
Current Registrations
Verity Asset Management
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.