Christopher Walkup
Advisor at William B. Walkup & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at William B. Walkup & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
William B. Walkup & Associates, Inc.
Location
Columbia, SC 29223-6301
Credentials
CFA®, Series 65
Industry experience
16 years
Christopher Walkup is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1996. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for roughly 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and manages stock investment partnerships, offering related accounting, tax-preparation, and estate-administration services through affiliated entities.
Based on William B. Walkup & Associates, Inc.
Based on William B. Walkup & Associates, Inc.
$0+: 1.0% annually for individual portfolios $0+: 0.9% annually for stock investment partnerships
Minimum fee: $500 annual minimum fee if the total basic fee for an annual period is less than $500.00 Fee-only: Advisory fees charged as a percentage of assets under management; no commissions charged by the firm (fees are negotiable).
142 Atrium Way
Columbia, SC 29223-6301
South Carolina
William B. Walkup & Associates, Inc.
1996 - Present (30 years)
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Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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