Burton Enright Welch, a prominent investment advisory firm based in Walnut Creek, CA, caters to a diverse clientele of over 130 individual clients. With an impressive $922,644,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Focused on delivering personalized financial solutions, Burton Enright Welch operates from a single office and prides itself on its local roots and community involvement.
Specializing in discretionary asset management, the firm predominantly serves high net worth individuals seeking comprehensive investment strategies. Their compensation structure refl...
See more
Loading...
Assets Under Mgmt
$922.64M
Investment Professionals
10
Locations
0
% 401K & Individual
% Discretionary
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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.