Michael Walsh is a registered investment advisor at Walsh & Associates, LLC, based in Sarasota, FL, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,170 clients with $660M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
OMP advisory fees range from 0.00% to 2.50%.
Fee Estimator
Location
2350 Fruitville Rd, Suite 201, Sarasota, FL, 34237
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 →Other Business Activities
Michael is involved in three outside business activities. He owns Walsh Family Holdings I, LLC (real estate rental), works as an IAR for Walsh & Associates, LLC, and operates under the DBA Walsh & Associates for his LPL business, dedicating nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
Walsh & Associates, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations8 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.