Michael Walsh
Michael Walsh is a CFP-designated registered investment advisor at Evensky & Katz/foldes Wealth Management, based in Coral Gables, FL, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,184 clients with $3.1B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under special circumstances. Current client relationships may exist where the fees are higher or lower than the fee schedule above. Employees and their family related accounts may be charged a reduced fee, or no fee, for our services.
Fee Estimator
Location
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL, 33146
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Regulatory History (1)
Criminal
February 2008Employment History
Current Registrations
Evensky & Katz/foldes Wealth Management
State Registrations1 state
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.