Stewart Welch is a CFP-designated registered investment advisor at The Welch Group, LLC, based in Birmingham, AL, with 35 years of industry experience. Stewart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,450 clients with $3.7B 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 $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees are negotiable. Wealth management clients are subject to a $6,000 minimum annual fee. Family office services clients are subject to a $27,000 minimum annual fee.
Fee Estimator
Location
3940 Montclair Rd, Fifth Floor, Birmingham, AL, 35213
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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 →Employment History
Current Registrations
The Welch Group, LLC
Previous Registrations
Welch Investments, LLC
State Registrations2 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.
Exams
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