John Welch is a registered investment advisor at Flagship Harbor Advisors, LLC, based in Boston, MA, with 27 years of industry experience. John 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 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.
Location
346 Commercial Street, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John co-owns a real estate rental property, dedicating minimal time. He also works full-time for Flagship Harbor Advisors, LLC as a Registered Investment Advisor providing investment advisory services.
Employment History
Current Registrations
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Apex Financial Partners, LLC
Orion Portfolio Solutions, LLC
Cls Investments, LLC
Cls Investments, LLC
Northern Lights Distributors, LLCBroker
Mfs Fund Distributors, INC.Broker
Pioneer Funds Distributor, INC.Broker
Mfs/sun Life Financial Distributors, INC.Broker
Mfs Fund Distributors, INC.Broker
Sun Investment Services CompanyBroker
State Registrations7 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.