Advisor at Reservoir Wealth Management
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Firm
Reservoir Wealth Management
Location
Lima, OH 45804
Credentials
CFP®, Series 66
Industry experience
21 years
Jared Walsh is a CFP® professional with 21 years of industry experience. He is a partner at Sielschott, Walsh, Keifer & Regula CPAs, Inc., where he dedicates the majority of his time, and has been with Reservoir Retirement Management since 2018. His prior experience includes roles at 1st Global Advisors, Inc. and 1st Global Capital Corp. Reservoir Retirement Management serves a diverse client base including individual households, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index funds and ETFs, combined with fundamental and cyclical analysis, and manages both discretionary and non-discretionary accounts.
Based on Reservoir Wealth Management
Based on Reservoir Wealth Management
$1 - $100,000: 1.25% $100,001 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001+: 0.75%
Comprehensive Financial Planning: upfront $250 plus $50-$600 per month, negotiable based on complexity
Comprehensive Financial Planning ongoing fee $50-$600 per month, paid monthly in arrears
2100 Lost Creek Boulevard
Lima, OH 45804
Ohio · Texas
Reservoir Retirement Management, LLC
2018 - Present (8 years)
1st Global Advisors, Inc.
2005 - 2018 (13 years)
1st Global Capital Corp
2004 - 2018 (14 years)
Sielschott, Walsh, Keifer & Regula CPAs, Inc.
2000 - Present (26 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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