Welon Partners offers investment management and financial planning services tailored to each client's unique circumstances and risk tolerance. They coordinate with clients' other advisors (legal, accounting, insurance) to create comprehensive wealth management plans. Welon's investment strategy uses stocks, mutual funds, ETFs, bonds, and REITs. They also offer consulting services, including financial plan development.
Assets Under Management$45M
Clients44
Advisors2
Avg. per Client$1M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
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 account fees are higher: Up to $500,000: 1.75%, $500,001 to $1,000,000: 1.5%, $1,000,001 to $2,000,000: 1.25%, $2,000,001 +: 1%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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