Walton Rahal CPAs PLLC offers investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. They provide advice on financial objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. They are a fee-only firm and do not receive commissions.
Assets Under Management$77M
Clients40
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.40% |
| $500K - $1.0M | 0.30% |
| $1M+ | 0.20% |
Minimum annual fee is $2,000 and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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