Andrew Walker is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Boston, MA, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 6,308 clients with $18B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Rates shown are for wealth management. Portfolio management rates are lower (starting at 0.80%). Minimum quarterly fee of $3,000 generally applies for wealth management and $2,500 for portfolio management.
Fee Estimator
Location
535 Boylston Street, Suite 300, Boston, MA, 02116
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 →Other Business Activities
Andrew is a director and member of the investment committee for the Wiegand Memorial Foundation, a private family foundation, since 2016. He dedicates minimal time to this role.
Employment History
Current Registrations
Modera Wealth Management, 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
More Advisors
- Peter Somich, CFA, CFPModera Wealth Management, LLC
- B Walton-Yedlin, CFAModera Wealth Management, LLC
- Mindy Neira, CFPModera Wealth Management, LLC
- Christopher White, CFPModera Wealth Management, LLC
- Bowman Thayer, CFPModera Wealth Management, LLC
- Jeanne Bernardin, CFPModera Wealth Management, LLC