Walker Asset Management (WAM) offers ongoing investment management through a wrap fee program, investment advisory services where clients implement recommendations, and financial planning services. WAM tailors its services to each client's needs, considering their risk tolerance and investment objectives. WAM manages investments for individuals, families, and businesses, including retirement accounts.
Fee Structure
Walker Asset Management (WAM) provides investment management services through a wrap fee program. The fees and expenses for this program are detailed in a separate brochure. WAM also offers investment advisory services where fees are negotiated in advance, generally ranging from 0.50% to 1.50% depending on the complexity of the engagement. These fees are based on the services provided, not the amount of assets managed, and are deducted from client accounts quarterly.