Patricia Musachio is a registered investment advisor at Walsh & Associates, LLC, based in Schaumburg, IL, with 34 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,170 clients with $660M 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 | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
OMP advisory fees range from 0.00% to 2.50%.
Fee Estimator
Location
1701 E. Woodfield Road, #207, Schaumburg, IL, 60173
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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 →Other Business Activities
Patricia uses Kinnare & Associates Financial Consultants LLC as a DBA for her LPL business.
Employment History
Current Registrations
Walsh & Associates, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
1717 Capital Management Company
1717 Capital Management CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations7 states
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