Burton Enright Welch
Walnut Creek, California
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...
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Assets Under Mgmt

$922.64M

Investment Professionals

10

Locations

0

% 401K & Individual

2%

% Discretionary

90%
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
Pension consulting services
Selection of other advisers
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