Walter & Shuffain Financial Services (WSF) acts as a solicitor, connecting clients with other registered investment advisors. WSF doesn't provide investment advice directly. Instead, they introduce clients to advisors who can manage their investments. If a client hires one of these advisors, WSF receives a referral fee from that advisor, based on a percentage of the client's assets managed by the third-party advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...