Advisor at Westbourne Investments, Inc.
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Firm
Westbourne Investments, Inc.
Location
Winchester, VA
Credentials
Series 65
Industry experience
8 years
Patrick Walsh is a financial advisor with Westbourne Investments, Inc. in Winchester, VA, holding a Series 65 designation and eight years of industry experience. He has been with Westbourne Investments since 2012. Outside of advising, he is an owner of IAS LLC, a company providing back-office support services including accounting, compliance, and billing. Westbourne Investments offers investment management and financial planning to individuals, pension plans, and institutions, managing discretionary portfolios that combine passive ETFs and selected stocks with options strategies. The firm employs a mix of top-down macro analysis and bottom-up security selection, overseeing about $221 million across roughly 186 client accounts.
Based on Westbourne Investments, Inc.
Personal financial planning billed at a fixed rate; estimates provided per engagement
$25,000 - $100,000: 2.000% annually $100,000 - $300,000: 1.650% annually $301,000 - $500,000: 1.400% annually $500,001 - $2,000,000: 1.150% annually Next $3,000,000 - $5,000,000: 0.900% annually > $5,000,000+: 0.775% annually
Account minimum: $100,000
Winchester, VA
Virginia
Westbourne Investments Inc.
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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