Fee Schedule
Walden Capital Advisors’ fees are based on a percentage of assets under management. Fees are paid quarterly in advance of each quarter based on the market value of the accounts on the last day of the prior quarter.
Walden Capital Advisors does not sell any products or accept any commissions or compensation from any other source. We are paid solely by our clients and are therefore able to maintain objectivity in our security selection.
Investment Management Fee Schedule
Fee on the first $1 million of assets
1.00%
Fee on the next $4 million of assets
0.75%
Fee on the assets over $5 million
0.50%
Subject to a minimum quarterly fee of $2,500.
Please see our ADV Part 2A for additional information regarding fees and minimums.
Personalized Advisory Services
We offer our personalized advisory services to high net worth women and men, most of whom have initial portfolios of $1 to $10 million. We cater our practice to:
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Couples
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Divorced, widowed and single women
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Retirees
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Small business owners
WALDEN CAPITAL ADVISORS|TWO BALA PLAZA, SUITE 300|BALA CYNWYD, PA 19004|TEL 610.660.7718|FAX 610.660.0172
