Walsh Advisors offers tailored investment advice and discretionary portfolio management services. They meet with clients to determine their investment objectives and risk tolerance, then construct and monitor portfolios, rebalancing as needed. Walsh Advisors also provides one-time and ongoing financial planning services, including cash flow analysis, retirement planning, insurance review, and college savings planning. They do not have discretionary authority to implement financial planning recommendations.
Assets Under Management$82M
Clients55
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are based on a tiered structure starting at 1.00% and decreasing as assets under management increase. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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