Waltium Investment Advisors offers personalized financial planning and investment management services to individuals, trusts, estates, non-profit organizations, and foundations. They focus on professionals with quantitative backgrounds, such as engineers or scientists. Financial planning includes business planning, cash flow and debt management, charitable giving, education savings, estate planning, insurance, investment analysis, retirement planning, risk management, stock options, and tax planning. Investment management services are tailored to client goals and risk tolerance, using a goal-based approach.
Assets Under Management$5.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Financial planning fee is waived if using investment management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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