William Russell Welch acts as a promoter, connecting clients with registered investment advisors. He receives referral fees from these advisors based on a percentage of the assets managed for the referred clients. Welch does not provide investment advisory services, manage client assets, or have any role in investment decisions. He is also a certified public accountant.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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