Waller Wealth Management offers portfolio management services based on individual client goals and risk tolerance. They also provide financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. Waller Wealth Management generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, and private placements.
Fee Structure
Waller Wealth Management charges an annual fee based on the value of your portfolio, ranging up to 2.00%. The exact fee is based on the amount you invest and the complexity of managing your account. This fee is negotiable. Waller Wealth Management also provides investment planning and supervisory management of held away retirement plans for a monthly fee of $250-$500.