Walla Walla Wealth Advisors offers investment management and financial planning services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning. Walla Walla Wealth Advisors is affiliated with Walla Walla Tax Advisors, a tax preparation firm, creating a potential conflict of interest, though clients are not obligated to use them.
Assets Under Management$16M
Clients7
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$8M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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