Hana Walton is a registered investment advisor at Cultivating Wealth, based in Newcastle, ME, with 1 years of industry experience. Hana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 8 more. Their firm serves 175 clients with $210M 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 | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are based on a blended rate and are negotiable. Legacy clients and family and friends of firm associates may pay lower fees and lower minimums.
Fee Estimator
Location
Newcastle, ME
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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
Cultivating Wealth
State Registrations2 states
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