Walsh Financial LLC offers investment management and financial planning services. As a fee-only firm, Walsh Financial is only compensated by clients. Wealth management includes investment management and financial planning. Financial planning covers areas like business planning, cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. Services are tailored to individual client needs.
Assets Under Management$45K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$45K
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Fees are negotiable. Minimum account size is $350,000, but this is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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