Tipiwa Walker is a CFP-designated registered investment advisor at Lucre Advisory LLC, based in Bronxville, NY, with 2 years of industry experience. Tipiwa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 5 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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% |
The amount of held-away assets and outside managed assets are included in the total account value that the advisory fee is calculated on.
Fee Estimator
Contact
Tipiwa Walker
Location
Bronxville, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lucre Advisory LLC
State Registrations1 state
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Exams
Additional Information
Tipiwa Walker, CFP®, MBA is a financial planner based in Brooklyn, NY and serving clients nationwide.