Tipiwa Walker is a CFP-designated registered investment advisor at Lucre Advisory LLC, based in Bronxville, NY, with 3 years of industry experience. Tipiwa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Divorce Planning, Education Planning, and 7 more. Their firm serves 9 clients with $720K 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Held-away and outside managed assets are included in total account value calculations. Minimum annual fee of $4,800 for singles and $6,000 for couples applies.
Fee Estimator
Contact
Tipiwa Walker
Location
Bronxville, NY
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 →Employment History
Current Registrations
Lucre Advisory LLC
State Registrations1 state
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
Additional Information
Tipiwa Walker, CFP®, MBA is a financial planner based in Brooklyn, NY and serving clients nationwide.
More Advisors
- Michael Oakley, CFPOsaic Institutions, INC.
- Pedro Fiuza, CFANdure Global LLC
- John Meyercord, CFASorenson Impact Advisory
- Jose Cao-Alvira, CFPFoundations Investment Advisors LLC
- John Mcguire, CFPMsm Financial Strategies
- Madeline Noveck, CFPCapital Preservation Partners, INC.