Walter Jessee is a CFP-designated registered investment advisor at Impact Financial, LLC, based in Henrico, VA, with 9 years of industry experience. Walter 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, Gen X, and 4 more. Their firm serves 40 clients with $29M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.35% |
For clients with investable assets exceeding $500,000. Clients with limited or no investable assets pay a fixed quarterly fee of $1,250. Existing clients may be grandfathered in at a lower rate, or fees may be waived. Total advisory fees will not exceed 2% of assets under management per year.
Fee Estimator
Contact
Walter Jessee
Location
Henrico, VA
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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
Impact Financial, LLC
Previous Registrations
Taylor Hoffman Wealth Management, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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.
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