Walsky Investment Management INC
Assets Under Management
$122.3M
Number of Clients
96
Number of Advisors
2
Avg. Portfolio per Client
$1.3M
Avg. Managed per Advisor
$61.1M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Walsky Investment Management offers continuous investment advice based on individual client needs. They develop a personal investment policy through discussions to establish goals and objectives. Walsky manages accounts on a discretionary basis, considering growth, income, and tax implications. They publish a quarterly newsletter with general financial information, free to advisory clients.
Fee Structure
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. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Areas of Practice
Location
2650 Westview Drive, Wyomissing, PA, 19610-1187