Walker Financial Advisors (WFA) manages investments for individuals, specializing in portfolio design for affluent individuals, many of whom are retired. WFA uses a conservative balanced asset allocation philosophy, emphasizing low investment costs and controlling downside risk. WFA also has expertise with trust brokerage accounts and tax-advantaged retirement plan accounts. WFA offers financial planning advice regarding income taxes, retirement planning, and estate planning at no additional charge to asset management clients.
Assets Under Management$220M
Clients154
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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