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Robert Welch

Veery Capital, LLC
26 Years of Experience
West Chester, PA
View SEC Summary
View SEC Summary

Robert Welch is a registered investment advisor at Veery Capital, LLC, based in West Chester, PA, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 314 clients with $970M in assets under management.

Veery Capital, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
314 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$971.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.15%
$1.0M - $2.0M0.81%
$2.0M - $3.0M0.56%
$3.0M - $4.0M0.39%
$4.0M - $5.0M0.26%
$5.0M - $10.0M0.17%
$10.0M - $15.0M0.11%
$15M+0.07%

Fees are negotiable. Clients using Charles Schwab as custodian are subject to an additional platform fee ranging from 0.00% to 0.20%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

24 W Market Street, West Chester, PA, 19382

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert is a limited partner in 1050 East Historic Associates Limited Partnership, a real estate business, since 2014. He oversees tenant and maintenance/contractor relationships, dedicating minimal time to this activity.

Employment History
Current Registrations
Veery Capital, LLC
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
January 2013 - October 2018 · 5 yrs 9 mos
Commonwealth Financial NetworkBroker
November 2007 - November 2012 · 5 yrs
Capital Analysts, IncorporatedBroker
February 2003 - November 2007 · 4 yrs 9 mos
New England SecuritiesBroker
October 1998 - January 2003 · 4 yrs 3 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
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