Sean Walsh is a registered investment advisor at Scarsdale Investment Group, LTD., based in Sharon, MA, with 33 years of industry experience. Sean 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, Investment Management, and 1 more. Their firm serves 168 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2M+ | 0.35% |
Some clients pay a fixed monthly fee for Priority Client Investment Services, ranging from $1,800 to $3,741 per month. Fees are negotiable.
Fee Estimator
Location
Sharon, MA
Get directionsHistory
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
Scarsdale Investment Group, LTD.
Purkiss Capital Advisors, LLC
Previous Registrations
National Financial Services LLCBroker
Fidelity Brokerage Services LLCBroker
Lehman Special Securities INC.Broker
Lehman Government Securities INC.Broker
Lehman Brothers INC.Broker
State Registrations8 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.