Matthew Welsh
Matthew Welsh is a CFP-designated registered investment advisor at Godshalk Welsh Capital Management, INC., based in Radnor, PA, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 107 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Godshalk Welsh charges an annual investment advisory fee based on a percentage of the market value of your investments. This fee is negotiable and generally ranges from 0.50% to 1.00%. The exact fee depends on factors like the size of your portfolio, the complexity of your situation, and the scope of services provided. Fees are deducted quarterly from your account.
Location
170 N. Radnor Chester Rd, Suite 100, Radnor, PA, 19087-5221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Godshalk Welsh Capital Management, INC.
State Registrations2 states
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