Walkner Condon Financial Advisors (WCFA) provides investment management services based on individual client goals and risk tolerance. WCFA creates an Investment Policy Statement for each client. WCFA may also direct clients to third-party investment advisors. Through a partnership with Wealth, Inc., WCFA can facilitate the preparation of estate planning documents for clients.
Assets Under Management$730M
Clients632
Advisors16
Avg. per Client$1.2M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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