Walker & Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advice and ongoing portfolio management to individuals and business owners across personal accounts, IRAs, trusts, pensions and estates, and also works with employer‑sponsored, participant‑directed retirement plans. It additionally offers hourly consultations and will outsource specific deliverables such as written financial plans when mutually agreed.
Its investment process is research‑intensive and emphasizes tactical asset allocation—overweighting asset classes judged to be attractively priced—combined with thorough manager due diligence, scenario analysis and client‑driven risk assessments that include agreed loss thresholds. Clients receive regular account reviews and comprehensive quarterly reporting, including time‑weighted performance and year‑end tax detail.
Noteworthy features for a solo independent advisor include a small client roster supporting a substantial asset base per client and a dual focus on both sizable individual accounts and plan model construction for employers. The firm discloses that it recommends a particular qualified custodian (Charles Schwab) and accepts institutional support services from that custodian, and it does not cast proxy votes on behalf of clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% per annum $1,000,001 - $2,000,000: 0.75% per annum $2,000,001+: 0.50% per annum
$150 per hour for consultation when ongoing management is not required
Account minimum: $250,000
Main office
Tybee Island GA
Advisors at this office
1
Most active in
Georgia · South Carolina
Also doing business as
Walker & Associates · Walker & Associates Investment Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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