Walter Mcneer is a CFP-designated registered investment advisor at Ask Capital Investment Managers, based in Amarillo, TX, with 26 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 100 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ASK Capital Investment Managers provides investment management through a wrap fee program. Details on the fees can be found in the wrap fee brochure. They may also recommend third-party money managers, in which case ASK does not charge a fee but receives a portion of the fee charged by the third-party manager.
Location
600 S. Tyler St., Ste. 1515, Amarillo, TX, 79101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter owns ASK Farm, LLC, an agriculture business, since 2012. He dedicates about 10-20% of his time to this venture, including time during securities trading hours.
Employment History
Current Registrations
Ask Capital Investment Managers
Previous Registrations
Spring Capital Management
Fortitude Advisory Group L.L.C.
Purshe Kaplan Sterling InvestmentsBroker
Argentus Securities, LLCBroker
Argentus Advisors, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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