Thomas Walker is a registered investment advisor at Ul Wealth LLC, based in Valdosta, GA. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 106 clients with $37M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
106 clients
Average Client Portfolio
$353K average
Assets Under Management
$37.4M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3316 N Oak St Ext, Valdosta, GA, 31605
Get directionsHistory
Regulatory History (1)
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Criminal
November 1998Final Disposition
Employment History
Current Registrations
Ul Wealth LLC
December 2025 - Present · 4 mos
State Registrations1 state
GA
Advisor
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.
Exams
No exam information available for this advisor.