Walnut Private Equity Partners provides ongoing investment management for client accounts, tailoring advice to individual financial situations and goals. They also offer one-time or as-needed consultations on investment and financial planning issues. Walnut Private Equity Partners specializes in Master Limited Partnerships but may advise on other suitable investments. Clients retain control of their accounts and can impose reasonable restrictions.
Fee Structure
Walnut Private Equity Partners provides ongoing management of your investment accounts. Fees are based on the total value of your portfolio and are negotiable. There is a $1,000,000 minimum account size and a $7,000 minimum annual fee. You'll pay brokerage commissions and other transaction fees directly to the custodian.