The Welch Group offers investment management, financial analysis, and financial planning services. Investment management involves designing portfolios and providing ongoing supervision. Financial planning includes a range of consulting services on a separate fee basis. The Welch Group does not act as an attorney, accountant, or insurance agent.
Assets Under Management$3.7B
Clients1,450
Advisors27
Avg. per Client$2.5M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$6,000
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 may be negotiable. Clients who engage us to participate in our Wealth Management Program are subject to a minimum annual investment management fee of $6,000. Clients who engage The Welch Group to participate in our Family Office Services Program are subject to a minimum annual investment management fee of $27,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
27 Advisors at this firm
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