How does the advisor help clients – Key Takeaways:
When it comes to managing your finances, it can be overwhelming to navigate the complexities of the financial world. That’s where WALSH & ASSOCIATES, LLC comes in. With their expertise and experience in financial management, they are dedicated to helping clients reach their financial goals.
Facts and Insights
WALSH & ASSOCIATES, LLC was founded in 2001, and has since then been providing exceptional financial advisory services to their clients. With over 20 years of combined experience, their team of advisors has a deep understanding of the financial market and is well-equipped to guide clients towards financial success.
Their client base encompasses a wide range of individuals, from high net worth individuals to families and businesses. This diverse experience allows them to tailor their approach based on the unique goals and needs of each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 20 years |
Financial Services Offered
WALSH & ASSOCIATES, LLC offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Financial planning and wealth management
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
Client Types
WALSH & ASSOCIATES, LLC serves a diverse client base, including:
- High net worth individuals
- Families
- Small businesses
Fees & Compensation
As a fee-only advisor, WALSH & ASSOCIATES, LLC does not earn commissions on trades or sell any financial products. This provides clients with peace of mind knowing that their advisors are not influenced by incentives to make certain investments. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’.
Background
The team at WALSH & ASSOCIATES, LLC is highly qualified and experienced, with various certifications and qualifications in financial planning and wealth management. They also continue to stay updated and educated on the ever-changing financial landscape to provide the best possible services to their clients.
Financial Advisor Disclosures to Know
WALSH & ASSOCIATES, LLC is a registered investment advisor, meaning they have a fiduciary duty to act in the best interest of their clients. They also have a clean record with no disciplinary actions taken against them.