Wesley Walker
Wesley Walker is a registered investment advisor at Tony Walker Financial, based in Louisville, KY, with 5 years of industry experience. Wesley 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
8303 Shelbyville Road, Louisville, KY, 40222
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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
Wesley is an independent licensed insurance agent in Lexington, KY, holding a life and health license. This activity is investment-related.
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.