Brian Walker is a CFP, PFS-designated registered investment advisor at Monetary Solutions, LTD., based in Dayton, OH, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 125 clients with $140M 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 | 1.10% |
| $250K - $500K | 0.85% |
| $500K+ | 0.60% |
Fees are negotiable. Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Location
3066 Kettering Blvd, Dayton, OH, 45439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Monetary Solutions, LTD.
State Registrations2 states
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