Evan Welch
Evan Welch is a CFP-designated registered investment advisor at Bridgeport Financial Solutions, based in Boxborough, MA, with 28 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 920 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
The fee schedule applies the corresponding annual fee to the entire portfolio amount based on the total asset level. Fees are negotiable and may not exceed 2% as an annualized fee.
Fee Estimator
Location
80 Central St., Ste. 150, Boxborough, MA, 01719
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
Evan is involved in numerous business activities, including being a money mentor, an independent insurance agent, a trustee for masonic lodges, a community ambassador, an advisory representative for a RIA, an owning member of a tax and business services LLC, an author, an advisory board member, a partner and chief investment officer for a wealth advisors LLC, and owner of two LLCs. Evan dedicates a few hours per week as an independent insurance agent.
Employment History
Current Registrations
Bridgeport Financial Solutions
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ameriprise Financial Services, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
Woodbury Financial 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.
Exams
More Advisors
- Allison Conlon, CFPBridgeport Financial Solutions
- Ryan Creegan, CFPSheltered Garden Financial Group LLC
- David Linnard, CFPLinnard Financial Management & Planning, INC.