Charles Welde
Charles Welde is a CFP-designated registered investment advisor at Prosperity Capital Advisors, based in Chadds Ford, PA, with 22 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 7,548 clients with $4.4B 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 $500K | 0.50% |
| $500K - $1.0M | 0.40% |
| $1.0M - $2.0M | 0.30% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees are negotiable. Total annual fees for retail clients typically range between 0.20% and 2.0% when including advisor fees.
Fee Estimator
Location
330 Kennett Pike, Suite 201, Chadds Ford, PA, 19317
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
Charles is the owner of The CP Welde Group, focusing on tax planning and fixed insurance planning and sales, dedicating a few hours per week to each. He is also a General Partner with the Castle Rock Life Settlements Fund, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Prosperity Capital Advisors
Previous Registrations
H.D. Vest Advisory Services, INC
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.
Exams
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