Robin Walsh
Robin Walsh is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Neptune, NJ, with 14 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
3600 Route 66, Neptune, NJ, 07753
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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 ActivitiesSells Insurance
Robin owns Wealthcare DBA Birds Eye Wealth Planning, including insurance planning in the comprehensive financial planning process, taking about half of their time. Robin is also the President of B.J. Thomas Memorial Scholarship, Inc, a non-profit organization, dedicating a few hours per week, and a financial advisor at Highland Capital Brokerage, obtaining life insurance for clients, dedicating about 10-20% of their time.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
M. S. Howells & CO.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
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.