Martin Walsh is a CFP-designated registered investment advisor at Bok Financial Private Wealth, INC., based in Denver, CO, with 13 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 818 clients with $3.7B 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 | 1.00% |
| $1M+ | 1.00% |
Fees are not to exceed 1.00% per year with breakpoints applying to relationships exceeding $1 million. Fees may be negotiable at the firm's discretion.
Fee Estimator
Location
1600 Broadway, 4th Floor, Denver, CO, 80202
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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
Martin is a joint owner with his spouse of MJ Walsh Property Investments LLC, a real estate rental business. He spends minimal time on this activity.
Employment History
Current Registrations
Bok Financial Private Wealth, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Brown and Company, INC.
Goldman, Sachs & CO.Broker
State Registrations4 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
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