BP Walsh and Company, LLC offers investment management services, primarily using a value-oriented strategy. They use fundamental and technical analysis to find undervalued securities for long-term growth and income. Investments may include stocks, bonds, and other securities. Accounts are managed with the authority to make trades without asking first, and are tailored to each client's needs and risk tolerance. Research is done in-house through various sources, and accounts are reviewed daily by Brian P. Walsh.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Management fees are negotiable.