| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 0.01% |
| $750K - $1.5M | 0.01% |
| $1.5M - $3.0M | 0.01% |
| $3M+ | 0.01% |
Fees are negotiable within the fee schedule.
1946 West 26th Street, Erie, PA, 16508
Get directionsNo 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.
Learn about disclosures →Walter is the president of West Financial Group Inc., where he solicits insurance business including life, disability, long-term care, and health insurance, dedicating about a quarter of his time. He also spends about a quarter of his time as an IAR of Brookstone Capital Management and provides investment and insurance services under Evans Advisory Services DBA.