Jeremy Welch is a CFP-designated registered investment advisor at Burton Enright Welch, based in Walnut Creek, CA, with 18 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 652 clients with $1.6B 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 | 1.50% |
Fees range from 1.50% to 0.30% annually depending on account complexity and size. The lower 0.30% rate applies to high-net-worth clients.
Fee Estimator
Location
1333 North California Blvd., Suite 140, Walnut Creek, CA, 94596
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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
Jeremy is a partner and client relationship manager at Burton Enright Welch, working as both an independent and corporate investment advisor. He dedicates significantly more than full-time hours per month to client relationship management, research, planning, trading, and management.
Employment History
Current Registrations
Burton Enright Welch
Previous Registrations
Royal Alliance Associates, INC.
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.
Exams
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