Brandon Welch
Brandon Welch is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Newport Beach, CA, with 11 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
4695 Macarthur Court, Suite 1100, Newport Beach, CA, 92660
Get directionsHistory
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
Brandon is the president of Catab Enterprises, Inc. and spends minimal time on sponsorship sales, race car drivers, and administrative tasks. He is also an Investment Advisor Representative with Newport Wealth Advisors, dedicating a few hours per week, and an agent with Watermark Life Insurance Services selling various insurance products, also dedicating a few hours per week. Finally, he is the President of Welch Capital, a DBA/S-corporation for tax reporting, and spends no time on this activity.
Employment History
Current Registrations
Centaurus Financial, INC.
Newport Wealth Advisors, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Whitehall-Parker Securities, INC.Broker
Mvp American SecuritiesBroker
State Registrations5 states
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.