Paul Welch is a registered investment advisor at 93 Financial Group, LLC, based in Woburn, MA, with 28 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,172 clients with $780M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
1,172 clients
Average Client Portfolio
$666K average
Assets Under Management
$780.3M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
93 Financial may negotiate a lower management fee based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
600 Unicorn Park Drive, Woburn, MA, 01801
Get directionsHistory
Regulatory History (4)
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Regulatory
September 2007Final
Regulatory
December 2004Final
Customer Dispute
December 2002Denied
Customer Dispute
February 2001Settled
Employment History
Current Registrations
93 Financial Group, LLC
February 2008 - Present · 18 yrs 2 mos
Previous Registrations
1717 Capital Management Company
May 1998 - August 2003 · 5 yrs 3 mos
1717 Capital Management CompanyBroker
May 1994 - August 2003 · 9 yrs 3 mos
Metlife Securities INC.Broker
April 1993 - May 1994 · 1 yr 1 mo
Metropolitan Life Insurance CompanyBroker
April 1993 - May 1994 · 1 yr 1 mo
State Registrations1 state
MA
Advisor
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.
Exams
No exam information available for this advisor.