Walton Financial provides financial planning and investment management services. They offer various programs through Commonwealth Financial Network, including wealth management consulting, retirement plan consulting, and asset management programs like PPS Custom and PPS Select. Walton Financial's services are designed to accommodate different investment goals and objectives. They work with individuals, high-net-worth individuals, pension plans, charities, and corporations.
Fee Structure
Walton Financial offers asset management services where clients pay an annual fee based on a percentage of their portfolio, including cash and money market positions. These fees generally range from 0.10% to 1.5%. The specific fee and structure are detailed in the client agreement. Some programs have lower maximum annual fees, and fee schedules vary. Clients in the PPS Custom program may also pay transaction charges.