Thomas Walsh
Thomas Walsh is a CFP-designated registered investment advisor at Palisades Hudson Asset Management, L.P., based in Palm Coast, FL, with 1 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 151 clients with $1.8B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $35.0M | 0.50% |
| $35.0M - $65.0M | 0.30% |
| $65M+ | 0.25% |
Rates shown are for active management. Performance reporting and trust management have separate fee schedules. Fees are negotiable for portfolios larger than $50 million.
Fee Estimator
Location
Palm Coast, FL
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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
Thomas is a Senior Client Service Manager at Palisades Hudson Financial Group LLC, a financial planning firm, since 2011. He dedicates about half his time to this role, including 3 hours per day during securities trading hours, and is responsible for providing clients with tax preparation and planning, retirement and estate planning.
Employment History
Current Registrations
Palisades Hudson Asset Management, L.P.
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.
Exams
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