Ian Welham
Ian Welham is a registered investment advisor at Coppell Advisory Solutions LLC, based in Springfield, NJ, with 15 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,850 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are calculated monthly in arrears based on average daily balance. Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Location
500 Morris Ave., Suite 205, Springfield, NJ, 07081
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2018Other Business ActivitiesSells Insurance
Ian is a partner at Elite Corporate Holdings LLC, an accountant coaching and consulting firm, and at Sage Financial NJ LLC, where he works as an insurance agent. He also owns LW Connections LLC, connecting business owners to experts; these activities take about a quarter of Ian's time each.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Trifound Advisory LLC
City Center Advisors, LLC
Brookstone Capital Management LLC
Sage Financial Partners
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
More Advisors
- Stephen Ng, ChFCOsaic Wealth, INC.
- Michael Scalera, ChFCState Farm Investment Management CORP.
- Bruce Rothbard, ChFCIntegrity Alliance, LLC
- Antonio Salcfas, CFPRBC Capital Markets, LLC