WALKNER CONDON FINANCIAL ADVISORS LLC
Madison, Wisconsin
5.0
18 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...
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Assets Under Mgmt

$486.68M

Investment Professionals

9

Locations

0

% 401K & Individual

24%

% Discretionary

91%
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
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