Kellie Walter is a registered investment advisor at Sc&h Wealth, based in Hunt Valley, MD, with 27 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 676 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SC&H Wealth offers investment management through two programs, SC&H Wealth Management and SC&H Core. Fees are based on a percentage of your portfolio's value and are charged quarterly in advance.
SC&H Wealth Management:
- Fees are tiered, with lower rates for larger portfolios.
SC&H Core:
- Fees are tiered, with lower rates for larger portfolios.
SC&H may negotiate fees based on factors like the amount of assets managed or the complexity of the engagement.
Location
226 Schilling Circle, Ste 300, Hunt Valley, MD, 21031
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kellie's parent company, SC&H Group, Inc., is the employer, benefits, and payroll provider for all SC&H employees. Kellie participates in corporate, social, community service, and training activities organized by SC&H Group as needed in the normal course of business.
Employment History
Current Registrations
Sc&h Wealth
Previous Registrations
Triad Advisors, INC.Broker
1st Global Capital CORP.Broker
Triad Advisors, INC.Broker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.