Walter & Shuffain Financial Services acts as a solicitor rather than managing money directly. Instead of providing investment advice or building portfolios themselves, Walter & Shuffain Financial Services refers clients to outside registered investment advisors. If you choose to work with a recommended third-party advisor, Walter & Shuffain Financial Services receives a referral fee from that firm, calculated as a percentage of the value of your portfolio. Walter & Shuffain Financial Services does not have the authority to make trades on your behalf, hold your funds, or vote on your behalf, leaving all custody and direct management duties to the chosen third-party advisor.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.