Mathew Welsh
Mathew Welsh is a CFP-designated registered investment advisor at Advisor Resource Council, based in Dallas, TX, with 18 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 11,572 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Resource Council offers investment management services with fees based on a percentage of your portfolio. There are two fee schedules:
Wrap Fee Program:
- A flat 2.50% annual fee is charged on all assets under management.
Traditional Asset Management:
- A flat 2.25% annual fee is charged on all assets under management.
Fees are billed quarterly in advance. The firm also offers actively managed investment strategies, including AIQ Asset Allocation Models, AIQ SMA and UMA Strategies, and ARC Innovative Solutions, which are only available in the Wrap Fee Program.
Location
15110 Dallas Parkway, Suite 500, Dallas, TX, 75248
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
Mathew is involved with 360 Wealth Management, Team 360 Wealth Management, and 360 Wealth Planners, some as DBAs for LPL business. He also provides investment advisory services through Advisor Resource Council, spending nearly full-time on this activity, and works part-time retail at The Home Depot.
Employment History
Current Registrations
Advisor Resource Council
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
LPL Financial CorporationBroker
Edward JonesBroker
State Registrations27 states
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