Assets Under Management
$220.3M
Number of Clients
582
Number of Advisors
13
Average Client AUM
$378K
AUM per Advisor
$16.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Walser Wealth Management offers investment advisory services, including account portfolio management using mutual funds and ETFs with a passive investment strategy. They also provide financial planning and consulting services on a fixed fee or hourly basis. They may utilize unaffiliated investment advisory firms as sub-advisers/co-managers.
111 W. Oak Avenue, Ste 450, Tampa, FL, 33602