Jeremy Welch is a CFP-designated registered investment advisor at Burton Enright Welch, based in Walnut Creek, CA, with 18 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 642 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.30% to 1.50% annually. The lower rate was recently introduced to the fee schedule for high-net-worth clients. The Firm reserves the right to assess a different fee based on the nature and complexity of the client’s account.
Fee Estimator
Location
1333 North California Blvd., Suite 140, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy is a partner and client relationship manager at Burton Enright Welch, working as both an independent and corporate investment advisor. He dedicates significantly more than full-time hours per month to client relationship management, research, planning, trading, and management.
Employment History
Current Registrations
Burton Enright Welch
Previous Registrations
Royal Alliance Associates, INC.
State Registrations1 state
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