The Welch Group, Llc
Birmingham, Alabama
5.0
2 Reviews
The Welch Group, LLC, headquartered in Birmingham, AL, is a prominent investment advisory firm catering to high net worth individuals. With a diverse clientele of over 690 individual clients, they have accumulated an impressive $2,522,233,000 in assets under management. Boasting a track record of success, The Welch Group specializes in discretionary asset management, with 100% of their managed assets falling under this category. Although 401K and individual accounts constitute less than 30% of their assets, The Welch Group possesses the expertise to effectively manage employer funds. Their compensation structure is flexible and o...
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Assets Under Mgmt

$2.52B

Investment Professionals

22

Locations

0

% 401K & Individual

9%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Disclosures
Charged with a felony (10 yrs)
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