Angella Welcome is a CFP-designated registered investment advisor at Pioneer Wealth Management Group, based in Albuquerque, NM, with 7 years of industry experience. Angella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 499 clients with $400M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees are negotiable at the sole discretion of Pioneer Wealth Management Group.
Fee Estimator
Location
Albuquerque, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pioneer Wealth Management Group
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
State Registrations2 states
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