Adelaina Welch is a registered investment advisor at Kmg Fiduciary Partners, LLC, based in Toledo, OH, with 10 years of industry experience. Adelaina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,338 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
KMG Fiduciary Partners may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
7530 Kings Pointe Road, Toledo, OH, 43617
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kmg Fiduciary Partners, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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