Owen Rush is a registered investment advisor at Walsh Advisors, based in Beulah, MI, with 5 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 55 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees start at a maximum of 1.00% and decrease for larger accounts. Billed monthly based on the average daily balance of the previous month. Family accounts may be combined to qualify for lower breakpoints.
Fee Estimator
Location
4864 Arbutus Lane, Beulah, MI, 49617
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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 →Employment History
Current Registrations
Walsh Advisors
State Registrations3 states
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.