Patrick Walsh
Patrick Walsh is a CFA-designated registered investment advisor at Spearhead Administrative Services, LLC, based in Greenville, DE, with 7 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spearhead Administrative Services manages investments for insurance dedicated funds and separately managed accounts. The total management fees typically range from 0.15% to 2.15% per year, charged quarterly. Spearhead Administrative Services appoints subadvisors to manage the accounts and pays them a portion of the advisory fee. Spearhead Administrative Services retains a small portion of the management fee.
Location
3828 Kennett Pike, Suite 202, Greenville, DE, 19807
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Spearhead Administrative Services, LLC
Previous Registrations
Spearhead Capital Advisors, LLC
State Registrations1 state
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