Godshalk Welsh Capital Management offers investment advisory services where they manage your investments based on your goals. They also provide financial planning and consulting services on a separate fee basis, covering topics like estate and insurance planning. Godshalk Welsh does not act as an attorney, accountant, or insurance agency. They may recommend other professionals, but you are not obligated to use them. It's your responsibility to inform Godshalk Welsh of any changes to your financial situation or investment goals.
Fee Structure
Godshalk Welsh charges an annual investment advisory fee based on a percentage of the market value of your investments. This fee is negotiable and generally ranges from 0.50% to 1.00%. The exact fee depends on factors like the size of your portfolio, the complexity of your situation, and the scope of services provided. Fees are deducted quarterly from your account.