PW
PW
Peter Walker
9 Years of Experience
Sebastopol, CA
1 DisclosureMay Earn Commission
Peter Walker is a registered investment advisor at World Capital Management, based in Sebastopol, CA, with 9 years of industry experience. Their practice areas include Investment Management.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$447K
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $3.0M | 2.75% |
| $3M+ | 2.75% |
Fees negotiable for accounts over $3 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
12620 Dupont Rd., Sebastopol, CA, 95472
Get directionsHistory
Regulatory History (1)
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Financial
May 2022Final
Employment History
Current Registrations
World Capital Management
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Money Manager Review/world Capital Management
February 2018 - December 2025 · 7 yrs 10 mos
System Research, LLC
January 2012 - January 2012 · 0 mos
Money Manager Review
March 2006 - November 2006 · 8 mos
Etf Asset Management, LLC
August 2005 - November 2006 · 1 yr 3 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.