Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Clark Walsh

Evensky & Katz/foldes Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Clark Walsh

Michael Clark Walsh is an investment advisor representative with Evensky & Katz/Foldes Wealth Management. Michael Walsh has been in the industry since January 2015. Michael Walsh is registered with the state of Florida. Michael Walsh is a Certified Financial Planner. Michael Walsh specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals. The firm's office is located in Coral Gables, Florida.

Firm Information

Michael Walsh is currently registered with Evensky & Katz/foldes Wealth Management. Evensky & Katz/foldes Wealth Management is a financial advisory firm based in CORAL GABLES, FL. The firm provides financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $2,895,866,943 in regulatory assets under management.
Evensky & Katz/foldes Wealth Management

4000 PONCE DE LEON BOULEVARD

CORAL GABLES, FL 33146

$2.90B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Walsh’s Registration & Firm History

FL

08/03/2017 - Present

Evensky & Katz/foldes Wealth Management (CORAL GABLES FL)

Not sure if Michael Clark Walsh is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Clark Walsh.
Not sure if Michael Clark Walsh is right for you?