Patrick Walsh is a registered investment advisor at Walsh Capital LLC, based in Raleigh, NC, with 9 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 16 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Walsh Capital charges a percentage of your portfolio each year for investment management services. The exact fee is negotiable based on factors like the type of client, complexity, and the amount you invest. The annual fee is generally between 0.50% and 1.25%. Walsh Capital may also choose to not charge a fee in certain cases. Fees are deducted from your account by the custodian.
Location
Raleigh, NC
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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.
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Patrick is a partner at Diligence Group, a private business consulting firm, spending minimal time on this activity. He also writes a personal blog, "All The Road Before Us," dedicating minimal time to it as well.
Employment History
Current Registrations
Walsh Capital LLC
Previous Registrations
Defender Capital
Defender Capital
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.