Burton Enright Welch provides investment management and financial planning services to individuals, families, and businesses. They create tailored investment strategies based on client needs and goals, using mutual funds, ETFs, stocks, and bonds. They also offer financial planning services covering investment, retirement, estate, tax, and insurance planning. They may refer clients to outside specialists and recommend their investment management services to financial planning clients, which presents a conflict of interest.
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.
