Robert M. Walker & Associates manages financial portfolios for clients on a discretionary basis. They tailor portfolios based on client information gathered from suitability forms, including income, net worth, risk tolerance, and investment objectives. Clients can also impose restrictions on certain securities. The firm utilizes both fundamental and technical equity analysis, as well as credit analysis for fixed income investments. Options are used to enhance portfolio income and manage risk.
Assets Under Management$11M
Clients8
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,000. Clients whose accounts are comprised exclusively of mutual funds and cash equivalents will be charged a flat 1% of assets under management in addition to any additional mutual fund fees.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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