Noreen Walsh is a registered investment advisor at Aequitas Investment Advisors, LLC, based in Hingham, MA, with 20 years of industry experience. Noreen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 189 clients with $830M 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 | 0.35% |
Portfolio management fees include a percentage of assets fee of 0.35% plus an annual base planning fee typically ranging from $2,500 to $15,000. Fees are negotiable based on client circumstances.
Fee Estimator
Location
175 Derby Street, Suite 24, Hingham, MA, 02043
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 →Employment History
Current Registrations
Aequitas Investment Advisors, LLC
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
- Spencer Henderson, ChFCAequitas Investment Advisors, LLC
- Warner Henderson, ChFCAequitas Investment Advisors, LLC
- Timothy Nash, CFAAequitas Investment Advisors, LLC
- Michelle Fallon, CFPAequitas Investment Advisors, LLC
- William Weydemeyer, CFPFocus Partners Wealth, LLC
- Douglas Moon, CFAO.F.O. Partners, LLC