Welch Financial Investments offers financial planning and investment management services. For individuals, Welch Financial Investments focuses on investment selection and monitoring. Welch Financial Investments may use mutual funds, exchange listed securities, and other securities to implement investment strategies. Welch Financial Investments also provides financial planning services to help clients understand their financial goals and utilize available resources.
Assets Under Management$8.9M
Clients16
Advisors1
Avg. per Client$560K
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:$150K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 0.75% |
| $150K - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable and may be waived or discounted in certain circumstances. The 0.50%, 0.40%, and 0.30% tiers are for the Advisor Services program through Savant Wealth Management. The 0.75% tier is for Wealth Management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...