Frank Welch is a registered investment advisor at Quarve Associates, LLC, based in Stamford, CT, with 28 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 14 clients with $48M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees and annual minimums are negotiable based on various criteria. Discounts may be offered to family members.
Fee Estimator
Location
30 Oak Street, Suite 203, Stamford, CT, 06905
Get directionsHistory
Regulatory History (1)
Regulatory
October 2002Other Business Activities
Frank owns Quarve Associates, a tax preparation service, since 2006, dedicating about a quarter of his time. He is also a licensed mortgage loan originator since 2017, spending about 10-20% of his time originating residential and commercial mortgage loans.
Employment History
Current Registrations
Quarve Associates, LLC
Previous Registrations
Vanguard Investment LTD
State Registrations1 state
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.