Thomas Walsh is a CFP-designated registered investment advisor at Palisades Hudson Asset Management, L.P., based in Fort Lauderdale, FL. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 154 clients with $1.7B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.35% |
| $20.0M - $35.0M | 0.35% |
| $35.0M - $65.0M | 0.25% |
| $65M+ | 0.25% |
These fees are for Trust Management. Fees are negotiable on portfolios larger than $50 million. Performance Reporting fees range from 0.10% to 0.35%. Active Management fees range from 0.25% to 1.00%.
Fee Estimator
Location
200 SW First Avenue, Suite 800, Fort Lauderdale, FL, 33301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a Senior Client Service Manager at Palisades Hudson Financial Group LLC, a financial planning firm, since 2011. He dedicates about half his time to this role, including 3 hours per day during securities trading hours, and is responsible for providing clients with tax preparation and planning, retirement and estate planning.
Employment History
Current Registrations
Palisades Hudson Asset Management, L.P.
State Registrations1 state
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