Michael Clark Walsh

CFP

Evensky & Katz/foldes Wealth Management

8 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Evensky & Katz/foldes Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,184 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$3.1B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL, 33146

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History

Regulatory History (1)

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Criminal

February 2008

Final Disposition

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Employment History

Current Registrations

Evensky & Katz/foldes Wealth Management

August 2017 - Present · 8 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.