How We Get Paid

At Tony Walker Financial, there is never any cost or obligation to meet and review your financial situation. However, it never fails that we hear the question, “So how do you get paid?” That’s the best part!

We are paid two ways; commissions from the insurance companies we represent and/or our management fee of .8% annually (.2% quarterly) for those clients that invest in our Charles Schwab brokerage platform. The chart below might help make sense of how our commissions and low fees can save you quite a bit of money over the time as a client of Tony Walker Financial: