Walser Wealth Management Company, A Limited Liability Company

Walser Wealth Management Company, a Limited Liability Company, was founded in January 2015 and is a Registered Investment Advisor with the U.S. Securities and Exchange Commission. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, pension & profit sharing plans, and corporations in Florida and other states. Services include financial planning, asset allocation, and portfolio management with a passive investment strategy emphasizing diversification among asset classes. Walser Wealth may utilize unaffiliated investment advisory firms as sub-advisors or co-managers and may recommend managed account programs to clients. The firm charges Investment Advisory Fees based on assets under management, with a maximum fee of 1.25%. Financial planning and consulting services are offered on a fixed fee and hourly fee basis. Walser Wealth does not charge performance-based fees and does not manage proprietary investment funds. The firm primarily invests in mutual funds and exchange-traded funds and follows a long-term, tactical asset allocation strategy. Clients must have a minimum account size of approximately $250,000. Walser Wealth does not accept or maintain custody of client accounts and does not vote proxies on behalf of clients. The firm has a Code of Ethics and a Privacy Policy in place to protect client information and ensure ethical conduct. For more information, clients can contact Walser Wealth at (866) 929-3258 or [email protected].