Carl Jurgens
Carl Jurgens is a registered investment advisor at Tony Walker Financial, based in Bowling Green, KY, with 6 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,828 clients with $370M 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 $50K | 1.25% |
| $50K - $500K | 0.80% |
| $500K - $1000K | 0.60% |
| $1M+ | 0.40% |
Fees are negotiable. Legacy clients may receive a lower fee schedule. Previous fee schedules may be in effect that differ from the above.
Fee Estimator
Location
2451 Industrial Drive, Bowling Green, KY, 42101
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carl works as a Digital Marketing Manager for WorryFree, Inc., dedicating about a quarter of his time to marketing efforts. He is also an independent licensed insurance agent, selling life and health insurance.
Employment History
Current Registrations
Tony Walker Financial
State Registrations3 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.