Welch Investment Group is a registered investment advisor located in Grants Pass, Oregon. The firm designs and manages custom investment portfolios using individual stocks and bonds, exchange-traded funds, and mutual funds tailored to each client's specific goals, time horizon, and risk tolerance. Welch Investment Group also assists clients with retirement planning, including rollovers, and works alongside clients' attorneys and accountants to coordinate financial solutions. The firm operates under a strict legal obligation to act in your best interest when providing advice, particularly regarding retirement accounts.
Assets Under Management$260M
Clients405
Advisors2
Avg. per Client$650K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are calculated quarterly in arrears based on the market value of the account at quarter-end.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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