Walsky Investment Management offers continuous advice regarding the investment of client funds based on their individual needs. Walsky develops a personal investment policy and manages a portfolio based on the client's objectives, time horizon, risk tolerance, and liquidity needs. Walsky manages accounts on a discretionary basis and publishes a quarterly newsletter providing general financial information.
Assets Under Management$120M
Clients96
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.00% |
| $500K+ | 0.80% |
Fees are negotiable for fixed income portfolios or accounts in excess of $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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