Walnut Investment Services, LLC manages investment accounts for a percentage of the assets they manage. The annual fee ranges from 0.25% to 1%, depending on the size, composition, and complexity of your account. Walnut also offers financial planning consultations for an hourly fee. Most clients are individuals, but Walnut also works with small businesses, pension plans, trusts, and estates. Walnut's investment strategy is based on investing for the long term and occasionally for the short term.
Assets Under Management$94M
Clients199
Advisors2
Avg. per Client$470K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is 1% for equity accounts and 0.25% for fixed income accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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