Advisor at Walker & Associates
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Firm
Walker & Associates
Location
Tybee Island, GA
Credentials
Series 63, Series 65
Industry experience
31 years
Ronald Walker is the sole advisor at Walker & Associates, an independent firm based in Tybee Island, GA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Walker & Associates since 1992. Walker & Associates advises individuals and business owners, providing investment supervisory services across personal savings, IRAs, trusts, pensions, estates, and participant-directed retirement plans. The firm emphasizes a research-intensive investment process that combines tactical asset allocation with forward-looking analysis, managing approximately $35.6 million across 40 client relationships, mostly on a discretionary basis.
$0 - $1,000,000: 1.00% per annum $1,000,001 - $2,000,000: 0.75% per annum $2,000,001+: 0.50% per annum
$150 per hour for consultation when ongoing management is not required
Account minimum: $250,000
Tybee Island, GA
Georgia · South Carolina
Walker & Associates
1992 - Present (34 years)
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