Walters Strategic Advisors (WSA) manages investment portfolios for individuals, trusts, charitable organizations, businesses, and retirement plans. WSA works with clients to determine their investment goals and risk tolerance, then creates a written investment plan. WSA primarily recommends portfolios of passively managed asset class and index mutual funds. WSA may also consult with clients on various financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, insurance analysis, personal cash flow analysis, establishment and design of retirement plans and trust designs, among other things.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.