Walsh & Associates offers investment management and financial planning services. They work with clients to understand their financial situation, goals, and risk tolerance. They may recommend portfolios of exchange traded funds, mutual funds, individual stocks, or bonds. They also offer financial planning services covering investment, retirement, estate, tax, and insurance planning. Walsh & Associates also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$660M
Clients1,170
Advisors9
Avg. per Client$560K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
OMP advisory fees range from 0.00% to 2.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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