Blakely Walters Wealth Management offers investment management services using a tactical allocation strategy. They manage portfolios based on client objectives, potentially using various securities and mutual funds. The firm also provides financial planning services, including retirement planning, tax strategies, and estate planning. They may recommend unaffiliated money managers and provide investment advice to individuals participating in group investment advisory plans through their employer.
Fee Structure
Blakely Walters Wealth Management charges an annual management fee based on the value of your portfolio. The fee ranges from 0.5% to 1.5% per year, depending on the investment strategy's complexity and the size of your account. The average fee is around 1% per year. These fees may be negotiable.