Welon Partners is a registered investment advisor founded in 2018 and based in Montgomery, Alabama. The firm provides discretionary investment management and personalized wealth planning, building custom portfolios using stocks, mutual funds, exchange-traded funds, bonds, and real estate investment trusts. Welon Partners focuses on asset allocation, security selection, and tax-efficient asset location. The firm works closely with clients to understand their financial goals, incorporating aspects such as debt, cash flow, estate planning, insurance, taxes, and retirement needs. Additionally, Welon Partners offers standalone financial planning, hourly consulting, and retirement plan consulting for small businesses. The firm serves high-net-worth individuals, families, trusts, and businesses, operating legally under a standard that requires them to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Trust accounts are billed on a separate schedule ranging from 1.0% to 1.75%. Fees are negotiable on a case-by-case basis.