Brian Walker is a registered investment advisor at Immotus Financial LLC, based in Fort Collins, CO, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Immotus Financial charges a fixed fee for portfolio management services: $135 per quarter or $495 per year. Clients are also responsible for third-party fees such as custodian and brokerage fees. Clients will also be responsible for the fees associated with investment models used through Altruist, which are 12 basis points per year, charged 0.01% per month.
Location
Fort Collins, CO
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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.
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Brian is a driver for FedEx Freight, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Immotus Financial LLC
Previous Registrations
Aeon Capital LLC
Navigation Wealth Management
State Registrations1 state
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