Walker Financial Services offers investment management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to aid in the selection of a portfolio. As part of their investment management service, they offer financial planning services at no additional cost. Walker Financial Services believes insurance products play a powerful role in planning for retirement income.
Assets Under Management$370M
Clients1,828
Advisors4
Avg. per Client$200K
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $500K | 0.80% |
| $500K - $1000K | 0.60% |
| $1M+ | 0.40% |
Fees are negotiable. Legacy clients may receive a lower fee schedule. Previous fee schedules may be in effect that differ from the above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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