Welch Investment Group works with clients to identify their investment goals and risk tolerance to create a portfolio allocation. They may use individual stocks or bonds, exchange traded funds, and mutual funds. Welch Investment Group reviews and rebalances portfolios based on client needs and goals. They aim to meet client investment objectives while providing personal advisory services.
Assets Under Management$240M
Clients397
Advisors2
Avg. per Client$600K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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