Welch Financial Investments provides personalized financial advisory and investment supervisory services, focusing on investment selection and performance monitoring. Welch Financial Investments helps clients formulate financial goals into clear reports designed to reduce taxes, protect earning capabilities, and increase financial independence. The firm primarily uses low-cost mutual funds and exchange-traded funds based on Modern Portfolio Theory, tailored to each client's Investment Policy Statement. Welch Financial Investments also offers an asset allocation program through Savant Wealth Management, an independent registered investment advisor, which provides advanced portfolio management and institutional research access. Clients typically hold their assets at Charles Schwab & Co. or Fidelity Brokerage Services. The principal owner, Cecily Welch, is also a Certified Public Accountant and Certified Financial Planner.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Welch Financial Investments charges 0.75% annually. The firm also offers an optional asset allocation program through Savant Wealth Management with separate tiered fees ranging from 0.30% to 0.50% on top of this rate. Fees are negotiable.