Advisor at Walls Investment Management Company
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Firm
Walls Investment Management Company
Location
Bluffton, SC 29910
Credentials
Series 63
Industry experience
30 years
Richard Walls is a financial advisor at Walls Investment Management Company in Bluffton, SC, with 30 years of industry experience. He has worked at Walls Investments since 1998 and holds a Series 63 designation. Walls Investment Management provides personalized investment management and financial planning services to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a mix of fundamental, technical, and cyclical analysis to construct portfolios focused on liquid instruments, and it offers discretionary portfolio management with regular account reviews.
Based on Walls Investment Management Company
$0 - $500,000: 1% $500,001 - $1,000,000: 0.80% $1,000,001+: 0.60%
Account minimum: $250,000 Minimum fee: No minimum annual fee for clients receiving ongoing asset management services; $0 minimum annual fee. Fee-only: Strictly fee-only investment management firm; fees are based on percentage of assets under management; does not receive commissions or product sales compensation.
102 Buckwalter Parkway, Suite 3 Y
Bluffton, SC 29910
Pennsylvania · South Carolina
Walls Investments
1998 - Present (28 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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