Walser Wealth Management Company, a Limited Liability Company
Walser Wealth offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, pension & profit sharing plans and corporations. Financial planning covers investment, retirement, tax, personal savings, and education savings. Walser Wealth manages investment portfolios using mutual funds and exchange-traded funds, emphasizing diversification. They may use unaffiliated investment advisory firms as sub-advisors or co-managers.
Fee Structure
Walser Wealth's investment advisory fees are based on the average daily market value of your investments, paid monthly. The maximum fee is 1.25%. Fees may be negotiable. There is a $1,000 minimum fee for all accounts. If Walser Wealth uses other investment advisory firms as sub-advisors/co-managers, their fees are included in Walser Wealth’s fee schedule.