TrueAdvisor
TrueAdvisor
MM
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Walser Wealth Management Company, a Limited Liability Company
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$378K average
Assets Under Management
$220.3M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$1,000

Location

111 W. Oak Avenue, Ste 450, Tampa, FL, 33602

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Walser Wealth Management Company, a Limited Liability Company
March 2025 - Present · 11 mos
Previous Registrations
Fisher Investments
January 2022 - November 2024 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2021 - December 2021 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2020 - December 2021 · 1 yr 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2019 - January 2020 · 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.