Mary Walsh is a registered investment advisor at Win Advisors, INC, based in Palm Beach Gardens, FL, with 29 years of industry experience. Mary 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, Insurance Planning, and 2 more. Their firm serves 4,311 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIN Advisors offers investment management through several programs:
- Guided Portfolio Solutions Program: Fees are 2% annually, payable quarterly in advance. There is also a one-time 2.5% financial planning fee that may be waived.
- Reality Check My Investments Program: The annual fee is 1.00% of assets under management, payable quarterly in advance.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
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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.
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Mary holds multiple positions: CCO at Money Concepts Capital Corp (taking about half of Mary's time), Senior VP at Money Concepts International, Inc., and Director at GWN Marketing, Inc. (both taking about 10-20% of her time). Mary also serves as Secretary of the Icon Home Board, dedicating minimal time.
Employment History
Current Registrations
Win Advisors, INC
Gwn Securities INC.
Money Concepts Advisory Service
Gwn Securities INC.Broker
Money Concepts Capital CORPBroker
State Registrations51 states
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