Walker Davidson is a CFP-designated registered investment advisor at Carolina Strategy, LLC, based in Matthews, NC, with 14 years of industry experience. Walker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 64 clients with $120M 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 $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Matthews, NC
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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 →Employment History
Current Registrations
Carolina Strategy, LLC
Previous Registrations
United Planners' Financial Services of America a Limited Partner
Royal Alliance Associates, INC.
Legg Mason Wood Walker INC
State Registrations1 state
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