Cynthia Walsh is a registered investment advisor at Walsh Advisors, based in Crown Point, IN, with 23 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 55 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are based on a tiered structure starting at 1.00% and decreasing as assets under management increase. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
503 E. Summit Street, Suite 1B, Crown Point, IN, 46307
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Cynthia is a board member for Crown Point Community Foundation, LendingOne, Encore Finance, and Chimera Investment Corporation, spending a few hours per week on each. She also works as an adjunct instructor and academic advisor at DePaul University, dedicating about 60% of her time to this role.
Employment History
Current Registrations
Walsh Advisors
State Registrations3 states
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