Wall Advisors, Inc.

Wall Advisors, Inc. is an SEC registered investment advisor established in 2003, offering asset management, performance evaluation, and financial planning services to individuals and institutions. The firm's principal owner, Hosler Lee Wall III, is a Certified Public Accountant and Certified Financial Planner. Wall Advisors provides asset management services on a discretionary basis, including investor profile consultation, portfolio management selection, and performance evaluation. Financial planning services cover comprehensive or segmented plans, insurance, estate planning, tax analysis, and investment planning. The firm also offers investment consultations at an hourly rate and retirement plan services, acting as an ERISA fiduciary. Wall Advisors may engage third-party money managers like Advisors Asset Management (AAM) for portfolio management. The firm charges asset-based fees up to 1.50% annually, with minimum investment requirements varying by service. Clients receive quarterly account reviews and statements from the custodian, Fidelity Institutional. Wall Advisors does not have custody of client funds and exercises limited discretion over client investments. The firm upholds a Code of Ethics emphasizing fiduciary responsibility, integrity, objectivity, and regulatory compliance. Client referrals may result in compensation to solicitors, and privacy policies ensure the protection of clients' nonpublic personal information.