Jeffrey Welty
Jeffrey Welty is a CFP-designated registered investment advisor at Heirloom Wealth Management LLC, based in Greenwood Village, CO, with 19 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 725 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Heirloom Wealth Management charges a fee based on a percentage of the assets they manage. The maximum fee is 1.75%. For some clients, HWM offers a flat fee ranging from $1,000 to $20,000 depending on the level of engagement. Fees are calculated on the average monthly balance of the account and billed monthly in arrears. The firm may negotiate a lower advisory fee or waive the minimum fee. Employees and their family related accounts are charged a reduced fee.
Location
6400 S Fiddlers Green Circle, Suite 1970, Greenwood Village, CO, 80111
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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 ActivitiesSells Insurance
Jeffrey is a managing member of Stratum Wealth Management Inc., used for bookkeeping and payroll, dedicating minimal time. He is also a licensed insurance agent selling life and health insurance, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Heirloom Wealth Management LLC
Previous Registrations
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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