Bailey Walls
Advisor at Charles Schwab
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Charles Schwab
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Leawood, KS 66224-8902
Credentials
Series 66
Industry experience
1 year
Bailey Walls is a Series 66-licensed financial advisor with Charles Schwab, based in Leawood, KS, and has one year of industry experience. Prior to joining Schwab, Walls held positions at Renaissance Financial and Cetera Wealth Services, LLC. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, offering multi-asset model portfolios and alternative investment options supported by extensive research and centralized operations.
Based on Charles Schwab
Based on Charles Schwab
$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated
Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.
13501 Nall Avenue
Leawood, KS 66224-8902
Kansas
Charles Schwab Bank, SSB
2026 - Present (1 year)
Charles Schwab
2026 - Present (1 year)
Renaissance Financial
2025 - 2025 (1 year)
Cetera Wealth Services, LLC
2024 - 2025 (1 year)
Ming Entertainment
2023 - 2023 (1 year)
The Home Depot
2022 - 2025 (3 years)
The Home Depot
2022 - 2022 (1 year)
Hyvee
2021 - 2021 (1 year)
Hen House
2020 - 2022 (2 years)
Full Time Education
2020 - 2020 (1 year)
Johnson County Parks and Recreation
2019 - 2020 (1 year)
The Jewish Community Center
2018 - 2019 (1 year)
Full Time Education
2014 - 2018 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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