Walker Coleman is a registered investment advisor at Atvantis Wealth Management, LLC, based in Charleston, SC. Walker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are individually negotiated and will not exceed 2.0% per annum of assets under management. Performance-based fees between 10% and 25% of net new profits may apply for qualified clients.
Fee Estimator
Location
40 Calhoun St., Suite 250-G, Charleston, SC, 29401
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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 →Employment History
Current Registrations
Atvantis 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
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