Advisor at Wealth Science Advisors LLC
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Firm
Wealth Science Advisors LLC
Location
Alpharetta, GA 30009
Credentials
Series 63, Series 65
Industry experience
17 years
Elizabeth Hamilton Walker is a financial advisor at Wealth Science Advisors LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and related entities for 15 years. She is also the owner of Wealth Science Analytics, a firm providing psychological assessments and consulting. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management, financial planning, and consulting. The firm integrates traditional asset allocation with behavioral finance through its proprietary Wealth Science Assessment and offers ancillary services such as operational cash management.
Based on Wealth Science Advisors LLC
Fixed financial planning fees range between $1,500 and $1,000,000; pledged asset loan fees are negotiable flat fees; Reservoir Cash Flow System fees may be flat fees on a case-by-case basis
1.50% annually, flat fee on all assets under management, payable quarterly in advance
Financial planning hourly rates typically range from $125 to $1,200
Fee-only: Hourly financial planning fees typically range from $125 to $1,200; fixed fees for planning range from $1,500 to $1,000,000
55 Roswell Street, Suite 210
Alpharetta, GA 30009
Georgia · Texas
Wealth Science Advisors LLC
2022 - Present (4 years)
Northwestern Mutual Wealth Management Company
2020 - 2022 (2 years)
Northwestern Mutual Investment Management
2007 - 2022 (15 years)
Jim Exley
2007 - 2022 (15 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 65
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Cwpim
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