Patrick Walsh is a registered investment advisor at Westbourne Investments, INC., based in Winchester, VA, with 8 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 175 clients with $280M 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 $100K | 2.00% |
| $100K - $300K | 1.65% |
| $300K - $500K | 1.40% |
| $500K - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.78% |
Rates shown are for equities. Fixed income is charged at 0.50% per year. Option trading fees are negotiable. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
Winchester, VA
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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
Patrick is an owner of IAS LLC, which provides back-office support (accounting, compliance, and billing) to various companies, including investment-related firms. This takes about a quarter of his time, with half of those hours occurring during securities trading hours.
Employment History
Current Registrations
Westbourne Investments, INC.
Previous Registrations
Westbourne Investments, INC.
State Registrations1 state
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
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