Robert Walsh is a CFP-designated registered investment advisor at Wealthcare, based in Cabin John, MD, with 10 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Wealthcare charges a monthly fee for investment management services. The fee is 0.03% of assets under management, updated monthly, and 0.03% of assets under advisement, updated annually. The fees are taken from investment accounts for assets under management and paid via electronic check or credit card for assets under advisement.
Location
Cabin John, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a manager at PTS On Demand, providing consultants to support FEMA disaster recovery operations since 2010. This takes about 20-40% of his time overall, with about 10-20% during securities trading hours, and involves administrative and human resources duties.
Employment History
Current Registrations
Wealthcare
State Registrations1 state
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