Welch & Forbes offers investment management and related services, including trust and fiduciary services, estate planning, tax preparation, and custodial services. They work primarily with individuals and trusts, but also serve pension plans, estates, charities, and corporations. Welch & Forbes tailors investment strategies to each client's unique goals and restrictions, documented in an Investment Counsel Agreement.
Assets Under Management$9.2B
Clients705
Advisors4
Avg. per Client$13M
Avg. per Advisor$2.3B
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For relationships of less than $3,000,000, the rate is 1.25%. Fees, including administrative fees, may be negotiated in Welch & Forbes’ sole discretion considering a client’s special circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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