Walleye Partners provides investment advisory services to individuals and high net worth individuals. Services include reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Walleye Partners may recommend a third-party money manager to manage client assets. The firm provides discretionary investment advisory services through managed account programs.
Assets Under Management$280M
Clients93
Advisors3
Avg. per Client$3M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...