Walker Legacy Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Walker Legacy Investments provides financial planning (one-time and ongoing) and non-discretionary portfolio management to individuals, small businesses, trusts, and estates, and may recommend private placements to accredited investors. The firm is newly formed and, per its brochure, reported no assets under management at the time of filing.
Its investment process combines fundamental, technical, and cyclical analysis with strategic asset allocation and Modern Portfolio Theory, and accounts and plans are reviewed on a quarterly basis. Clients retain implementation authority — the firm does not exercise discretionary trading — and it offers both traditional percentage-of-AUM arrangements and, atypically for its peer group, the option to engage on an hourly basis for advice and planning.
Notable distinctions include its fee-only model with no performance-based fees, its lack of custody of client assets, and an operational approach that leaves proxy voting and final trade execution to clients. The combination of a small, recently established advisory operation, hourly billing availability, and the potential to recommend less liquid private placements differentiates it from many other investment managers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
Cash flow / budgeting
Fee options
Financial planning fees range between $750 to $5,000; ongoing financial planning $600 per quarter
$0 - $499,999: 1.5% $500,000 - $1,000,000: 1% $1,000,001 - $5,000,000: 0.75% Over $5,000,000+: 0.6%
$150 per hour billed in 6-minute increments rounded up
Fee-only: Advisory fees based on tiered AUM schedule; financial planning fees and hourly fees
Main office location
Walker Legacy Investments
Brush Prairie WA, United States
Number of offices
1
Most active in
Walker Legacy Investments has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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