Suzanne Mckelvey is a registered investment advisor at Walsh & Associates, LLC, based in Sarasota, FL, with 4 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,170 clients with $660M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
OMP advisory fees range from 0.00% to 2.50%.
Fee Estimator
Location
2350 Fruitville Rd, Suite 201, Sarasota, FL, 34237
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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
Suzanne is the successor trustee and durable power of attorney agent for her parents' revocable living trust, which will require her to administer their affairs if they become unable or pass away. She is also a partial owner of Itchy Clark Enterprises, LLC, a leasing company for Pilates equipment, though the business is currently inactive.
Employment History
Current Registrations
Walsh & Associates, LLC
LPL Financial LLCBroker
State Registrations3 states
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