Walls Investment Management Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,328,608
Total clients
110
0% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
55
Average account size
$502,987
About
Walls Investment Management provides personalized investment management and financial planning advice to individual clients as well as institutional clients, including pension and profit‑sharing plans, trusts, estates, and small businesses. Like many supported firms, it charges fees based on a percentage of assets and offers ongoing discretionary portfolio management with periodic performance reporting.
Investment programs are implemented under written advisory agreements and investment policy statements that capture each client’s objectives, and the firm commonly exercises discretionary trading authority under a limited power of attorney. Portfolio construction centers on liquid instruments—stocks, bonds, mutual funds and ETFs—and the firm applies a mix of fundamental, technical and cyclical analysis while conducting regular (weekly when warranted) account reviews.
An uncommon feature for a firm of this size is its explicit management of pooled-plan clients such as pension and profit‑sharing plans in addition to individual accounts, rather than focusing solely on high‑net‑worth individuals. Walls Investments also operates as a fee‑only adviser that does not accept soft dollars or performance‑based compensation, and it documents flexibility to waive its stated account minimums and to provide more hands‑on internal supervision.
Client services
Expertise
Occupation focus
Fee options
$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.
Main office location
Walls Investment Management Company
110 Traders Cross
Bluffton SC 29909, United States
Number of offices
1
Most active in
Pennsylvania · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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