Denis Walsh
Denis Walsh is a CFP-designated registered investment advisor at Win Advisors, INC, based in Palm Beach Gardens, FL, with 42 years of industry experience. Denis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 4,311 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIN Advisors offers investment management through several programs:
- Guided Portfolio Solutions Program: Fees are 2% annually, payable quarterly in advance. There is also a one-time 2.5% financial planning fee that may be waived.
- Reality Check My Investments Program: The annual fee is 1.00% of assets under management, payable quarterly in advance.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
Get directionsHistory
Regulatory History (2)
Criminal
April 1984Criminal
June 1980Other Business Activities
Denis is the CEO of Money Concepts International, Inc. since 1981 and a Director at GWN Marketing, Inc. since 2004, spending about 10-20% of his time on each. He also holds leadership positions at World Investment Network, Inc., WIN Property Holdings, LLC, and Professional Financial Affiliates, Inc., dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Win Advisors, INC
Gwn Securities INC.Broker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.