Walker Capital Partners provides investment advice tailored to clients' needs. They offer discretionary portfolio management, where they make investment decisions for you. They also manage Walker Capital Flagship Fund, a private investment fund for sophisticated investors. Walker Capital primarily advises on stocks, ETFs, and options.
Assets Under Management$3.1M
Clients33
Advisors1
Avg. per Client$94K
Avg. per Advisor$3.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Advisory fee is negotiable depending on individual client circumstances. Family accounts may be combined to reach breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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