A complete list of active advisors currently associated with Walled Lake Planning & Wealth Management, LLC
Warmer can help you find a great advisor at Walled Lake Planning & Wealth Management, LLC or one who fits your needs even better.
Walled Lake Planning & Wealth Management provides wealth management and portfolio management to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, 529 plans, charitable organizations, and business entities. The firm combines discretionary and non-discretionary investment management with comprehensive financial planning and consulting, and it also advises on investments within insurance and employer-sponsored retirement products. Portfolios are custom‑tailored to each client’s objectives, time horizon and risk tolerance and are monitored on an ongoing basis with at least annual formal reviews; the firm uses a mix of fundamental, quantitative, optimization and technical analysis and may use third‑party software and vendors to support investment decisions. Walled Lake delivers its investment management services exclusively through a wrap fee program — where brokerage commissions and transaction costs are included in the all‑inclusive program — and may manage assets that remain with product providers, such as variable annuities. Distinctive aspects of the firm include its role as a wrap fee program sponsor, which is less common among similar team firms, and the fact that certain firm personnel are licensed insurance agents who may receive commissions for insurance product sales, a relationship the firm discloses as a potential conflict of interest. The firm manages approximately $732 million in client assets across five advisors, provides financial planning to managed clients at no additional charge, and does not impose a stated minimum portfolio value to begin an advisory relationship.
To learn more about the advisors currently working at Walled Lake Planning & Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Highland Park, IL
| 27
| |
Highland Park, IL
| 44
| |
Highland Park, IL
| 10
| |
Highland Park, IL
| 0
| |
Highland Park, IL
| 19
|
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