Enrique Walsh is a registered investment advisor at Wm Advisors USA LLC, based in Pinecrest, FL, with 6 years of industry experience. Enrique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 4 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $6.0M | 1.15% |
| $6.0M - $10.0M | 1.05% |
| $10.0M - $15.0M | 0.95% |
| $15.0M - $20.0M | 0.85% |
| $20.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100M+ | 0.45% |
Certain clients may be charged fees lower than those stated and will be negotiated on a case-by-case basis. The Firm may receive a Performance Fee based upon any gains obtained in the client’s account for the quarter, never to surpass 20% of the performance per quarter.
Fee Estimator
Location
Pinecrest, FL
Get directionsHistory
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 →Employment History
Current Registrations
Wm Advisors USA LLC
Previous Registrations
Woodrock Securities, L.P.Broker
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.