Welch Financial Planning & Insurance, LLC is an investment management firm in Boulder, Colorado. They help clients build, manage, and preserve their wealth, focusing on retirement investing and income generation. They manage investment accounts, offering both discretionary and non-discretionary options. For clients with $1,000,000 or more in investable assets, financial planning is included. They also offer financial planning and coaching services to those who don't qualify for investment management. They use Wealth.com for estate planning document creation.
Assets Under Management$200M
Clients157
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fee is negotiable based on the size and number of accounts managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...