Ray Welch is a registered investment advisor at Match Grade Advisors, based in Greenviile, SC, with 26 years of industry experience. Ray operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 372 clients with $480M 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 $25K | 1.90% |
| $25K - $100K | 1.90% |
| $100K - $500K | 1.55% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are generally determined separately for each account and do not exceed 1.90% annually. Different asset types have separate schedules starting at 0.25% or 0.15%. Special arrangement fees may apply. Fees, including flat dollar rates and combination methods, are negotiable at account opening.
Fee Estimator
Location
400 Pettigru St, Greenviile, SC, 29601
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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 →Other Business ActivitiesSells Insurance
Ray is a managing member of Welch Properties LLC, owner of Welch Benefit Group (offering corporate benefits, financial planning, and insurance products), and managing member of 3WR, LLC. He dedicates minimal time to Welch Properties and 3WR, LLC, but works full-time at Welch Benefit Group.
Employment History
Current Registrations
Match Grade Advisors
Previous Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
MML Investors Services, INC.Broker
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.