Joel Walker is a registered investment advisor at Palomar Advisors INC., based in Temecula, CA, with 2 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 67 clients with $76M 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 - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
27636 Ynez Rd., Bldg. L7, Suite 227, Temecula, CA, 92591
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Joel is the owner and president of ROI Squared Inc., a business consulting firm, since June 2023. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Palomar Advisors INC.
State Registrations1 state
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