Wall & Associates Review


Trust Score 84%
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Wall & Associates, federally registered in 1992, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 4 advisors. Wall & Associates manages $1 billion and provides investment advisory services for 177 clients (1:45 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 45 clients (industry average 1:50)

Considerations


  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $1 billion
Average Account AUM $5,996,520
Hybrid Advisor No
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:45
Headquarters Phoenix, AZ
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