James Welch is a registered investment advisor at 93 Financial Group, LLC, based in Woburn, MA, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,172 clients with $780M 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 |
|---|---|
| Any | 1.00% |
93 Financial may negotiate a lower management fee based on certain criteria.
Fee Estimator
Location
600 Unicorn Park Drive, Woburn, MA, 01801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
93 Financial Group, LLC
State Registrations1 state
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