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Walkner Condon Financial Advisors Llc
Madison, Wisconsin
5.0
17 Reviews
Walkner Condon Financial Advisors LLC, based out of Madison, WI, is a local investment advisory firm specializing in providing comprehensive financial planning and investment management services. With 11 dedicated employees, they have established themselves as a trusted resource within the financial industry. Nine of their experienced professionals offer investment advisory services, collectively managing an average of $65,510,000 in assets under management per advisor.
As an industry-average performer, Walkner Condon Financial Advisors LLC maintains a diverse compensation structure. Their advisors earn a percentage of the assets...see more
Assets Under Mgmt
$486.68M
Investment Professionals
9
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Reviews for Walkner Condon Financial Advisors Llc
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