Walters Strategic Advisors, LLC

RIASEC Registered

Total AUM

$68.1M

Discretionary

$68.1M

100% of AUM

Avg account

$554K

Accounts

123

Employees

Advisory reps

Firm details

Headquarters: Sarasota, Florida
CRD number: 310582
Website: waltersadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI78.15%
Charitable Organizations11.75%
Individuals9.95%
Corporations / Businesses0.16%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Walters Strategic Advisors, LLC is an independent, individual-owned RIA that serves primarily individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and it performs selection-of-other-advisers work, functioning as a capital allocator when appropriate. Its billing combines an asset-based fee with hourly charges. Walters Strategic Advisors identifies itself as an accountant by trade and does not describe itself as an active ESG investor or a multi-state adviser.