WH

Walter Robert Hammond

11 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
78 clients
Average Client Portfolio
$234K average
Assets Under Management
$18.3M

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$500 - $5,000
Hourly Rate:Up to $500/hr

SALLC offers consulting services with fees up to $500 per hour or fixed fees ranging from $500 to $5,000 per plan. They also offer TPIA programs where fees are determined by the TPIA. For Assets Under Management, the maximum annual fee is 3% and is negotiable. The minimum initial investment in the Assets under Management Programs is $25,000.00.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & Coaching
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Advisor Information

Office location

875 Old Roswell Rd Suite G100, Roswell, GA, 30076

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Regulatory History (1)
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Employment Separation After Allegations
April 2019
Other Business ActivitiesSells Insurance

Walter owns rental real estate since 2017. He is also a registered representative for Supreme Alliance, LLC, a broker-dealer, and spends minimal time on securities and insurance product sales. Walter is a principal/owner of Cedar Valley Capital, dedicating nearly full-time hours to investment management and financial planning.

Employment History
Current Registrations
Supreme Alliance LLC
August 2020 - Present · 5 yrs 5 mos
Supreme Alliance LLC Broker
August 2020 - Present · 5 yrs 5 mos
Cedar Valley Capital LLC
December 2019 - Present · 6 yrs 1 mo
Previous Registrations
Morgan Stanley
October 2013 - April 2019 · 5 yrs 6 mos
Morgan Stanley Broker
October 2013 - April 2019 · 5 yrs 6 mos
State Registrations5 states
FLGANCNMTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.