William B. Walkup & Associates, Inc. offers investment supervisory services tailored to each client's financial situation and goals. This includes portfolio selection, oversight, and regular review. They also provide financial plans that may be comprehensive or focus on specific areas like investments, insurance, taxes, or estate planning. Clients can impose restrictions on their accounts and communicate with their advisor at any time.
Assets Under Management$160M
Clients64
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable. For stock investment partnerships, the fee is 0.9%.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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