William Walsh
William Walsh is a CFP-designated registered investment advisor at Quantum Leap Capital, LLC, based in South Burlington, VT, with 26 years of industry experience. William 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 2 more. Their firm serves 141 clients with $110M 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 $600K | 0.75% |
| $600K - $2.5M | 0.50% |
| $2.5M - $23.6M | 0.25% |
| $23.6M+ | 0.13% |
Fees may be negotiable.
Fee Estimator
Location
3 Baldwin Ave, South Burlington, VT, 05403
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2001Criminal
May 1987Other Business ActivitiesSells Insurance
William is an independent insurance agent, dedicating minimal time to this activity. He also engages in real estate referrals, which are not investment-related, for about a quarter of his time.
Employment History
Current Registrations
Quantum Leap Capital, LLC
Previous Registrations
Ameriprise Financial Services, INC.
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.