Raymond Walsh is a registered investment advisor at Your Capital Financial, LLC, based in Winston Salem, NC, with 11 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 339 clients with $62M 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 | 1.00% |
The annual advisory fee decreases each year you are a client: Year 1 = 1%, Year 2 = 0.95%, Year 3 = 0.90%, Year 4 = 0.85%, Year 5 = 0.80%, Year 6 = 0.75%, Year 7 = 0.70%, Year 8 = 0.65%, Year 9 = 0.60%, Year 10 = 0.55%, Year 11 = 0.50%. All fees are negotiable.
Fee Estimator
Location
163 Stratford Ct. Ste. 140, Winston Salem, NC, 27103
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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
Raymond is on the executive council for Redland IPHC Church. This activity is investment-related and takes minimal time.
Employment History
Current Registrations
Your Capital Financial, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
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.