Sarah Welch
Sarah Welch is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 16 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
303 Peachtree St, Ne, Fl 31, Atlanta, GA, 30308
Get directionsHistory
Regulatory History (3)
Financial
April 2017Financial
June 2016Financial
June 2016Other Business Activities
Sarah is a Director of Regional Sales for Blue Chip Green Cleaning, selling restaurant cleaning contracts, dedicating a few hours per week. She is also the President of Roadmap Publishing, LLC, spending about 10-20% of her time writing and publishing books.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.