Advisor at Quarve Associates, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Quarve Associates, LLC
Location
Stamford, CT 06905
Credentials
Series 65
Industry experience
28 years
Frank Welch is the sole advisor at Quarve Associates, LLC, an independent firm based in Stamford, CT. He holds a Series 65 designation and has 28 years of industry experience, having led Quarve Associates since 1993. In addition to his advisory work, he operates an affiliated accounting and tax advisory practice and is licensed as a mortgage loan originator in Connecticut. Quarve Associates provides discretionary investment supervisory services and financial planning to a small client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages tailored portfolios using a variety of instruments and combines fundamental, technical, and cyclical analysis with comprehensive financial planning.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$500 per hour for Financial Planning/Consulting Services
Fees based on a share of capital gains or capital appreciation
Account minimum: $5,000 annual fee minimum for Investment Supervisory Services Minimum fee: Minimum $5,000 annual fee for Investment Supervisory Services
30 Oak Street, Suite 203
Stamford, CT 06905
Connecticut
Quarve Associates, LLC
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
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Series 66
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