John Walsh is a CFP-designated registered investment advisor at Financial Insights Wealth Management, based in Tacoma, WA, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 774 clients with $750M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.15% |
Fees may be negotiable. Lower fees may be charged for fixed income or cash portfolios. Non-profit organizations receive a discount rate of 0.50% for Simple IRAs, 403b plans, and endowments. Bridge Program is charged at a flat 0.25%.
Fee Estimator
Location
1551 Broadway, Suite 600, Tacoma, WA, 98402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Financial Insights Wealth Management
Previous Registrations
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Next Financial Group, INC.
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Mutual Service Corporation
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
State Registrations2 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.
Exams
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