Angelica Walter is a registered investment advisor at Private Client Services, LLC, based in Au Train, MI, with 25 years of industry experience. Angelica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
Au Train, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angelica works full-time for TrekNorth Investment Management and RFG Advisory. She also volunteers as a bookkeeper and program manager for Prodigal Preacher International, a nonprofit organization, dedicating about 10-20% of her time.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Columbia Funds Distributor, INC.Broker
State Registrations2 states
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