CW
CFP · ChFC

Christopher Aaron Walker

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
886 clients
Average Client Portfolio
$457K average
Assets Under Management
$404.9M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $1.5M0.75%
$1.5M - $5.0M0.50%
$5M+0.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

For Comprehensive Asset Management, you'll pay an annual fee based on the value of your assets under management. Fees are billed quarterly in advance and are negotiable. Clients will also incur transaction charges from their custodian. Either party may terminate the advisory agreement at any time, and a pro-rata refund of unearned fees will be provided.

Areas of Practice
Investment Management
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Advisor Information

Office location

315 S. Almon, Moscow, ID, 83843

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is a member of HRC Wealth Management, dedicating nearly full-time hours to wealth management and client meetings. He also works as a sales representative for health insurance and an insurance agent selling fixed insurance products, spending minimal time and a few hours per week, respectively.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2020 - Present · 5 yrs 11 mos
Hrc Wealth Management, LLC
January 2020 - Present · 6 yrs
Previous Registrations
Northwestern Mutual Investment Services,llc
April 2013 - January 2020 · 6 yrs 9 mos
Northwestern Mutual Investment Services, LLC Broker
February 2009 - January 2020 · 10 yrs 11 mos
State Registrations5 states
CAIDORUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.