Advisor at Calabash Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
North Potomac Md, MD
Credentials
Series 65
Industry experience
8 years
Glaister Welsh is the sole advisor at Calabash Asset Management, LLC, an independent firm based in North Potomac, Maryland. He holds a Series 65 designation and has eight years of industry experience. In addition to his advisory role since 2016, he has worked as a Regional Operations Manager at Kaiser Permanente since 2015. Calabash Asset Management offers discretionary investment management, wealth management, and financial planning to individual and high-net-worth clients, pension/profit-sharing plans, and select institutional investors. The firm manages a boutique client base with benchmark-agnostic portfolios focused on long-term growth in "Exponential Growth Companies," and also serves as a fund sponsor and private fund adviser.
Based on Calabash Asset Management, LLC
Based on Calabash Asset Management, LLC
Up to $25,000 fixed fee for financial planning services
$1,000,000 - $4,000,000: 1.0% $4,000,001 - $5,000,000: 0.90% $5,000,001+: Negotiable $0 - $250,000: 1.50% + $150 minimum fee $250,001 - $500,000: 1.25% + $150 minimum fee $500,001 - $1,000,000: 1.15% + $150 minimum fee $1,000,001 - $4,000,000: 1.00% + $150 minimum fee $4,000,001 - $5,000,000: 0.90% + $150 minimum fee $5,000,001+: Negotiable
Up to $250 per hour for financial planning services
Fund: 1.5% per annum management fee plus 20% quarterly performance allocation; Separately Managed Accounts: 1.0% (Qualified Clients) plus 20% performance fee on gains above 5% hurdle rate annually
Account minimum: $50,000 for initial investment in the Fund; $10,000 for additional investments (Fund); No stated minimum for separately managed accounts but clients must execute an agreement Minimum fee: $150 minimum fee per account for Non-Qualified Clients Fee-only: Financial planning services offered separately on hourly or fixed fee basis
North Potomac Md, MD
Maryland
Calabash Asset Management, LLC
2016 - Present (10 years)
Kaiser Permanente
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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