Walls Investments offers investment management and advice to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and small businesses. They help clients determine financial objectives, identify financial problems, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan estates. Clients make the final investment decisions, but Walls Investments selects the individual securities. They work with other professionals like lawyers and accountants as needed.
Assets Under Management$51M
Clients150
Advisors2
Avg. per Client$340K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are negotiable. Non-discretionary accounts have a different fee schedule: 0.50% on the first $2,000,000 and 0.25% on assets above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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