B.P. Walsh and CO., LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$11M
Clients21
Advisors1
Avg. per Client$530K
Avg. per Advisor$11M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K1.50%
$750K - $1.0M1.25%
$1M+1.00%

Management fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm