Advisor at Wall Investment Group, 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
Wall Investment Group, Inc.
Location
Chippewa Falls, WI
Credentials
Series 63, Series 65
Industry experience
22 years
Clients may engage on a fixed fee basis for consulting services; specific amounts negotiable and attached as Schedule B to advisory agreement.
$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%
Hourly fees range from $200 to $600, charged for consulting services, negotiable.
Fee-only: Fee-only basis for ongoing investment supervisory services; fees are payable monthly in advance, based on assets under management.
Wall Investment Group
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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