Kenneth Walsh
Kenneth Walsh is a registered investment advisor at Buckley Capital Advisors, LLC, based in Steamboat Springs, CO, with 25 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $150M 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% |
Fee is for separately managed accounts, billed quarterly. A performance-based fee of 20% of new net profits is also charged annually.
Fee Estimator
Location
Steamboat Springs, CO
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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
Kenneth is an owner/accountant at Walsh Corr & Associates, an accounting firm, and a partner in several real estate investments. He also owns W F H LLC, a family partnership used to hold various investments.
Employment History
Current Registrations
Buckley Capital Advisors, LLC
Previous Registrations
Fortress Capital Management, INC.
Portfolio Solutions, INC.
Greenbook Investment Management, INC.
Xelan Financial Planning, INC.
Xelan Investment Services, INC.
Xelan 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.