Walker Capital Advisors provides investment management services to various clients, creating customized portfolios based on their risk tolerance. Walker Capital Advisors offers both passive and active investment strategies, primarily using equity and fixed income ETFs, as well as common stock. The firm also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. Walker Capital Advisors also manages held-away accounts like 401(k)s and HSAs.
Assets Under Management$8.4M
Clients33
Advisors1
Avg. per Client$250K
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The Annual Advisory Fee Rate may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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