Walker & Associates provides investment advice and strategies to individuals and business owners to help them meet their financial goals. They create diverse portfolios with stocks, bonds, mutual funds, and cash based on your objectives and risk tolerance. They offer personal investment management for savings, IRAs, 401(k) plans, trusts, pensions, and estates.
Assets Under Management$40M
Clients42
Advisors1
Avg. per Client$960K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable based on the size of the account and prospective growth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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