Jeffery Welch
Jeffery Welch is a registered investment advisor at Jeffery C. Welch and Associates, INC., based in Templeton, CA, with 27 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 288 clients with $28M 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 | 1.80% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
These fees are for Non-Covered Call Portfolios (No Load Mutual Funds, Stocks, Bonds, Cash). In addition to the schedule, JCWA charges a one-time 1.00% fee of any amounts deposited into the account including the amount deposited at the time of the signing of the Investment Advisory Contract. Fees are negotiable, and family accounts may be aggregated for lower fees. Covered Call Managed Portfolios have a different fee schedule: $0 - $250,000: 1.75%, $250,001 - $500,000: 1.50%, $500,001 - $1,000,000: 1.25%, Above $1,000,00 1.00%
Fee Estimator
Location
Templeton, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffery holds a California insurance license and works as an independent contractor selling annuity and life insurance products with several life insurance companies since 1990. This activity takes a few hours per week.
Employment History
Current Registrations
Jeffery C. Welch and Associates, INC.
Previous Registrations
Financial Network Investment Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.