Walrus Partners, LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Walrus Partners creates an investment policy for each client, considering their income, tax levels, and risk tolerance. They request authority to make trades without asking first. Walrus Partners also serves as General Partner to S2 Partners, LP, a Minnesota Limited Partnership which trades and invests in securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K+ | 0.75% |
These fee levels apply to assets managed apart from Walrus Partners' proprietary portfolio disciplines. Rising Dividend Growth Strategy: Less than $100,000: 1.25%, $100,000—$500,000: 1.0%, $500,000 or more: 0.50%. Special Situations Strategy: $100,000 or more: 1.25% plus 20% of investment gains.