Advisor at LK&A Investment Counsel
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Firm
LK&A Investment Counsel
Location
Pasadena, CA 91101-2461
Credentials
CFA®, Series 65
Industry experience
31 years
Nicholas Welsh is a CFA® charterholder with 31 years of industry experience. He has been with LK&A Investment Counsel since 2013. The firm provides discretionary investment management primarily to high net-worth individuals, trusts, foundations, and limited liability companies. LK&A focuses on larger-capitalization equities with long-term earnings growth, maintaining relatively concentrated portfolios and a long-term holding strategy, while also constructing bond ladders for fixed-income allocations based on fundamental research and macroeconomic analysis.
$0 - $10 million: 1.00% annually $10 million - $20 million: 0.75% annually $20 million+: 0.65% annually
Account minimum: $5 million
199 South Los Robles Avenue, Suite 850
Pasadena, CA 91101-2461
California · Texas
Lawrence W. Kelly & Associates, Inc.
2013 - Present (13 years)
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