Overview

Headquarters
Scottsdale, AZ
Total Firm Assets
$174 million
Average High-Net-Worth Client Portfolio Size
$1.6 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: BLAKELY WALTERS WEALTH MANAGEMENT ADV 2A (2026-04-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 1.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $75,000 1.50%
$10 million $150,000 1.50%
$50 million $750,000 1.50%
$100 million $1,500,000 1.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
49.68%
Number of High-Net-Worth Clients
53
Total Client Accounts
548
Discretionary Accounts
548

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
324410
  • BLAKELY WALTERS WEALTH MANAGEMENT ADV 2A (2026-04-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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