Walter Koon
Walter Koon is a CFA-designated registered investment advisor at Koon Financial Planning & Consulting/kfp&c, based in Greenwood, IN, with 22 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 157 clients with $110M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for amounts over $10 million.
Fee Estimator
Location
384 N Madison Ave Ste. 200, Greenwood, IN, 46142
Get directionsHistory
Regulatory History (1)
Regulatory
January 2012Other Business Activities
Walter is an owner/member of Madison Properties Management, LLC, a commercial real estate rental business, since 1996. He dedicates a few hours per week to this business, which is not investment-related.
Employment History
Current Registrations
Koon Financial Planning & Consulting/kfp&c
Previous Registrations
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Koon Financial Planning & Consulting/kfp&c
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.