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Robert Wall

Advisor at Wall Investment Group, Inc.

Updated today
Wall Investment Group, Inc. logo

Firm

Wall Investment Group, Inc.

Location

Orland Park, IL 60462

Credentials

Series 65

Industry experience

23 years

Fee options

Fixed

Clients may engage on a fixed fee basis for consulting services; specific amounts negotiable and attached as Schedule B to advisory agreement.

Percentage

$0 - $500,000: 1.25% $500,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,000+: 0.50%

Project-based

Hourly fees range from $200 to $600, charged for consulting services, negotiable.

Other

Fee-only: Fee-only basis for ongoing investment supervisory services; fees are payable monthly in advance, based on assets under management.

Work history

Wall Investment Group, Inc.

2003 - Present (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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