Richard Welch is a registered investment advisor at Academy Wealth Advisers, LLC, based in Pocono Pines, PA, with 14 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 150 clients with $53M 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 $100K | 1.26% |
| $100K - $500K | 1.16% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Location
Pocono Pines, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Academy Wealth Advisers, LLC
State Registrations1 state
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