Michael Walsh
Michael Walsh is a CFP-designated registered investment advisor at Moneta Group Investment Advisors, LLC, based in Boulder, CO, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 9,163 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Variable fees generally range from 20 to 100 basis points (0.20% to 1.00%) based on aggregate market value and are negotiated on an individual, client-by-client basis. Annual asset-based fees can at times exceed this range.
Fee Estimator
Location
2034 Pearl Street, Suite 100, Boulder, CO, 80302
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 →Other Business Activities
Michael is a managing member with 35% ownership in 2034 Pearl, LLC, a real estate holding company, and owns 50% of HI-WAL, LLC DBA Juniper Wealth Advisors, the operating entity for his practice. He also has a 401k through HI-WAL LLC, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
John Nuveen & CO., IncorporatedBroker
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
More Advisors
- Anthony Ferrara, CFPEdelman Financial Engines
- Joshua Groetken, ChFCNorthwestern Mutual Investment Services,llc
- Tami Carroll, CFPSequoia Financial Group, L.L.C.
- John Carlson, CFAEpic Investment Management
- Jason Black, CFPColorado Capital Management
- Barbara Lommen, CFPLido