Jared Walsh is a CFP-designated registered investment advisor at Reservoir Wealth Management, based in Lima, OH, with 21 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 460 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
2100 Lost Creek Boulevard, Lima, OH, 45804
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Jared is a partner with Sielschott, Walsh, Keifer & Regula CPAs, Inc., dedicating approximately 75% of his time to this role. He is also an LLC member of Lost Creek Offices, LLC and Bryn Mawr, LLC, each taking up less than 10% of his time.
Employment History
Current Registrations
Reservoir Wealth Management
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.