TrueAdvisor
TrueAdvisor
MW
CFP
MW
CFP

Michael Clark Walsh

Evensky & Katz/foldes Wealth Management
8 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Evensky & Katz/foldes Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,184 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.25%

Fees are negotiable under special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL, 33146

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
February 2008
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Evensky & Katz/foldes Wealth Management
August 2017 - Present · 8 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.