Nicholas Welsh is a CFA-designated registered investment advisor at Lk&a Investment Counsel, based in Pasadena, CA, with 31 years of industry experience. Nicholas 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 86 clients with $530M 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.65% |
Fees are negotiable. Some clients may pay more or less depending on various factors.
Fee Estimator
Location
199 South Los Robles Avenue, Suite 850, Pasadena, CA, 91101-2461
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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 →Employment History
Current Registrations
Lk&a Investment Counsel
Previous Registrations
Lawrence W. Kelly & Associates, INC
State Registrations2 states
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