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Patrick Walsh

2 Years of Experience
Columbus, OH
1 DisclosureBroker

Patrick Walsh is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 2 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, Retirement Planning. Their firm serves 270,365 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
398 advisors
Number of Clients
270,365 clients
Average Client Portfolio
$58K average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Nationwide Investment Advisors (NIA) offers investment management through ProAccount. Here's how the fees work:

  • Nationwide Retirement Program: You'll be charged up to 1.00% of your account balance annually. This fee is taken out of your account quarterly.
  • Nationwide Governmental and Institutional Plans: You'll be charged up to 0.65% of your account balance annually. This fee is also taken out of your account quarterly.

These fees are negotiable at the plan level. The fees are in addition to any other fees your retirement plan may charge.

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Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

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History

Regulatory History (1)
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Financial
April 2023
Final
Employment History
Current Registrations
Nationwide Investment Advisors, LLC
June 2025 - Present · 11 mos
Nationwide Investment Services Corporation
May 2023 - Present · 3 yrs
Nationwide Investment Services CorporationBroker
May 2023 - Present · 3 yrs
State Registrations52 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.