Robert M Walker & Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,290,831
Total clients
8
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
4
Average account size
$1,411,354
Client services
Fee options
$0 - $500,000: 1.5% $500,000 - $1,000,000: 1.0% $1,000,000 - $5,000,000: 0.75% $5,000,000+: Negotiated
Account minimum: $250,000 Fee-only: Fee-based firm; fees paid quarterly in advance; no commissions or asset-based sales charges accepted.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Robert M Walker & Associates
Taylorsville KY, United States
Number of offices
2
Forms ADV
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