The Welch Group provides investment management and financial planning services for individuals, pension plans, trusts, and business entities. The firm designs customized investment portfolios consisting mainly of individual stocks, bonds, and mutual funds, managing them without requiring clients to make individual trade approvals. Financial planning and consulting services can be included as part of the investment management relationship for accounts meeting certain asset minimums, or purchased separately as standalone projects. The firm specializes in helping clients navigate complex financial situations, including retirement planning, tax considerations, and wealth management, while maintaining a fee-only approach that avoids commissions from selling investment products.
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.