Brian Walsh is a registered investment advisor at B.P. Walsh and CO., LLC, based in Branford, CT, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Management fees are negotiable.
Fee Estimator
Location
36 Park Place, Branford, CT, 06405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
B.P. Walsh and CO., LLC
Previous Registrations
B.P. Walsh and CO., LLC
State Registrations1 state
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