Walser Wealth Management Company, a Limited Liability Company
Assets Under Management
$220.3M
Number of Clients
582
Number of Advisors
13
Average Client AUM
$378K
AUM per Advisor
$16.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Walser Wealth offers investment advisory services, including account portfolio management using mutual funds and ETFs with a passive investment strategy. They also provide financial planning and consulting services covering investment, retirement, tax, and education planning. Walser Wealth may utilize unaffiliated investment advisory firms as sub-advisers/co-managers and may recommend managed account programs.
Fee Structure
Investment advisory fees are based on the average daily market value of assets under management, with a maximum fee of 1.25% annually. The minimum fee is $1,000 for all accounts. Financial planning and consulting services are offered on a fixed fee basis, ranging from $1,500 to $5,000, or an hourly rate of $250, which may be negotiable. Fees are exclusive of brokerage commissions and other related costs.
Areas of Practice
Location
111 W. Oak Avenue, Ste 450, Tampa, FL, 33602