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Spencer Walls

3 Years of Experience
Denver, CO

Spencer Walls is a registered investment advisor at Scarecrow Advisors, LLC, based in Denver, CO, with 3 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 230 clients with $71M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
230 clients
Average Client Portfolio
$309K average
Assets Under Management
$71.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees can be negotiated based on the complexity and services required to maintain the client account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Denver, CO

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Scarecrow Advisors, LLC
May 2022 - Present · 4 yrs
State Registrations2 states
COMN
Advisor

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
No exam information available for this advisor.
Spencer Walls - Financial Advisor | TrueAdvisor