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Walter Schroeder is an investment advisor representative with Rowayton Investment Advisors. He is registered with the state of Connecticut and has been in the industry since 2012. Walter Schroeder has passed the Uniform Investment Adviser Law Examination and is licensed to provide investment advice to individuals. Walter Schroeder has experience working with high-net-worth individuals, and manages approximately $10,000,000 in assets. Rowayton Investment Advisors offers a variety of investment advisory services, including portfolio management for individuals. The firm's compensation arrangements include percentage of assets and performance-based fees.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
05/24/2012 - Present
Rowayton Investment Advisors (NORWALK CT)
IA
Issued 05/04/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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