Cecily Welch is a CFP-designated registered investment advisor at Welch Financial Investments, LLC, based in Atlanta, GA, with 12 years of industry experience. Cecily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 16 clients with $8.9M 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 $150K | 0.75% |
| $150K - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable and may be waived or discounted in certain circumstances. The 0.50%, 0.40%, and 0.30% tiers are for the Advisor Services program through Savant Wealth Management. The 0.75% tier is for Wealth Management.
Fee Estimator
Location
201 Joseph E. Lowery Blvd. Nw, Atlanta, GA, 30314
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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
Cecily is the owner of Welch Financial Advisors, a CPA firm, since 2013. This activity is not investment-related.
Employment History
Current Registrations
Welch Financial Investments, LLC
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.