Phillip Walker
Phillip Walker is a CFP-designated registered investment advisor at Approach Retirement Advisors, LLC, based in Birmingham, AL, with 15 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 153 clients with $200M 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 - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable depending on individual client circumstances. Clients who have had prior relationships with the representatives of our firm and/or client(s) with unique circumstances, and/or client(s) gained from employing and/or affiliating with advisors, may be subject to different fee schedules and/or billing periods, both in arrears, in advance, hourly, monthly retainer, quarterly retainer and flat fee billing.
Fee Estimator
Contact
Phillip Walker
Location
3928 Cypress Drive, Suite 150, Birmingham, AL, 35243
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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
Approach Retirement Advisors, LLC
Previous Registrations
Walker Wealth Advisors, LLC
Bayside Wealth Management
State Registrations3 states
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