PYA Waltman Capital offers financial planning, investment management, and retirement plan services. Financial planning covers portfolio review, retirement planning, education funding, insurance review, cash flow analysis, estate planning, and tax planning. Investment management is tailored to each client's needs and objectives, using a tactical approach. PYA Waltman manages investments on a discretionary or non-discretionary basis.
Assets Under Management$1B
Clients424
Advisors8
Avg. per Client$2.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 0.80% |
Fees are negotiable. Financial planning services may be included with investment advisory services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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