Walnut Green Asset Management (WGAM) offers ongoing investment management services based on your financial situation, goals, and risk tolerance. WGAM monitors your account and provides advice on buying, selling, or holding investments. WGAM also manages a private fund, Chalk Creek Total Return Fund, LP, investing primarily in U.S. equities.
Assets Under Management$92M
Clients8
Advisors2
Avg. per Client$11M
Avg. per Advisor$46M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, and the relationship of the client with the investment adviser representative.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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