Walsh Capital offers ongoing investment management and consulting services covering various financial topics. For investment management, Walsh Capital manages accounts based on your financial situation, investment goals, and risk tolerance. For consulting, Walsh Capital helps clients understand their financial situation, set objectives, and work towards those objectives. Walsh Capital may recommend outside professionals but does not perform due diligence on them.
Fee Structure
Walsh Capital charges a percentage of your portfolio each year for investment management services. The exact fee is negotiable based on factors like the type of client, complexity, and the amount you invest. The annual fee is generally between 0.50% and 1.25%. Walsh Capital may also choose to not charge a fee in certain cases. Fees are deducted from your account by the custodian.