Anthony Welch is a CFP, ChFC-designated registered investment advisor at Sarasota Capital Strategies,inc., based in Osprey, FL, with 25 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 122 clients with $58M 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 $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable based on unique circumstances. Lower fees for comparable services may be available from other sources. The value of accounts within a household are considered as one for fee calculation purposes.
Fee Estimator
Location
460 South Tamiami Trail, Osprey, FL, 34229
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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 Activities
Anthony is a partner in RTR, LLC, which owns an office building. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Sarasota Capital Strategies,inc.
Previous Registrations
Sarasota Capital Strategies,inc.
Welch & Associates, INC.
State Registrations1 state
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.