Robert Welch is a registered investment advisor at Veery Capital, LLC, based in West Chester, PA, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 289 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Veery Capital charges a percentage of your portfolio's value each year. The exact percentage depends on how much you invest, with lower rates for larger portfolios. For clients using an investment management platform, there is a separate fee schedule. Fees are negotiable.
Here's a sample of their typical fee schedule:
- Up to $1,000,000: 1.15%
- Next $1,00,001 to $2,000,000: 0.81%
- Next $2,000,001 to $3,000,000: 0.56%
- Next $3,000,001 to $4,000,000: 0.39%
- Next $4,000,001 to $5,000,000: 0.26%
- Next $5,000,001 to $10,000,000: 0.17%
- Next $10,000,001 to $15,000,000: 0.11%
- Next $15,000,001 & Up: 0.07%
Investment Management Platform Fee:
- Up to $750,000: 0.20%
- Next $750,001 to $2,000,000: 0.18%
- Next $2,000,001 to $3,000,000: 0.16%
- Next $3,000,001 to $4,000,000: 0.14%
- Next $4,000,001 to $5,000,000: 0.12%
- Over $5,000,001: 0.00%
Location
24 W Market Street, West Chester, PA, 19382
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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 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
Previous Registrations
Cambridge Investment Research, INC.Broker
Commonwealth Financial NetworkBroker
Capital Analysts, IncorporatedBroker
New England SecuritiesBroker
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.