Burton Enright Welch manages investment portfolios and offers personalized financial planning for individuals, families, trusts, and business entities. The firm builds tailored portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds, conducting quarterly reviews and rebalancing as needed. Burton Enright Welch follows a disciplined four-step investment approach that evaluates target allocations, active asset strategies, and active versus passive management vehicles. In addition to managing investments, Burton Enright Welch provides comprehensive financial planning covering retirement, estate planning, taxes, education funding, insurance, and real estate analysis. The firm operates as an independent partnership based in Walnut Creek, California.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 1.50% to 0.30% annually depending on account complexity and size. The lower 0.30% rate applies to high-net-worth clients.
