Walter Thomas is a registered investment advisor at Goalfusion Wealth Management, based in Austin, TX, with 1 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 302 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GoalFusion Wealth Management manages your investments for a fee that will not exceed 1.20% per year. This fee is calculated monthly based on the average of the beginning and ending market value of your investments, including cash. The fee is deducted directly from your account. Fees are negotiable.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Goalfusion Wealth Management
State Registrations1 state
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