Walter L. Myers is a registered investment advisor offering investment supervisory services and financial planning. Investment supervisory services are offered on both a discretionary and non-discretionary basis, using a proprietary analysis system based on technical analysis. Financial planning consultations evaluate a client's financial situation, goals, and risk tolerance, culminating in a written financial plan.
Assets Under Management$3.3M
Clients15
Advisors1
Avg. per Client$220K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Clients can also choose a commission-based schedule. Fees may be lower than the stated rate schedule under some circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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