Jeffery C. Welch and Associates offers ongoing investment management services based on each client's individual goals, risk tolerance, and time horizon. The firm creates an Investment Policy Statement for each client to help select a suitable portfolio. They offer advice on mutual funds, stocks, bonds, ETFs, and options strategies. They may also provide advice or products as licensed insurance agents, which creates a conflict of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
These fees are for Non-Covered Call Portfolios (No Load Mutual Funds, Stocks, Bonds, Cash). In addition to the schedule, JCWA charges a one-time 1.00% fee of any amounts deposited into the account including the amount deposited at the time of the signing of the Investment Advisory Contract. Fees are negotiable, and family accounts may be aggregated for lower fees. Covered Call Managed Portfolios have a different fee schedule: $0 - $250,000: 1.75%, $250,001 - $500,000: 1.50%, $500,001 - $1,000,000: 1.25%, Above $1,000,00 1.00%