Walsh Advisors provides personalized investment management and financial planning services to individuals, trusts, estates, and business entities. Based in Crown Point, Indiana, Walsh Advisors has been in business since 2001 and manages approximately $82 million in client assets. The firm builds customized investment portfolios using a wide range of securities, including stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts, while maintaining continuous oversight and rebalancing. For clients seeking guidance outside of portfolio management, Walsh Advisors offers tiered financial planning subscriptions that cover cash flow analysis, retirement planning, debt management, tax-aware strategies, insurance needs, and college savings. Walsh Advisors operates on a fee-only basis, charging portfolio management fees as a percentage of your portfolio and financial planning fees through flat one-time or monthly subscription rates.
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.