Water Walker Investments Review


Trust Score 97%
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Water Walker Investments, federally registered in 2001, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Water Walker Investments manages $3.5 billion and provides investment advisory services for 1 clients (1:1 advisor/client ratio).

Water Walker Investments requires a $0 minimum investment and charges 0.25% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 1 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $3.5 billion
Average Account AUM $3,520,702,957
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:1
Headquarters 5502 North Nebraska Ave Tampa, FL 33604
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0+ 0.25%


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