Welon Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,013,850
Total clients
44
0% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
22
Average account size
$1,023,042
Client services
Fee options
Ranges from $7,500 to $25,000, may be reduced at discretion of Welon Partners
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.0% $2,000,001+: 0.75%
Up to $400 per hour, negotiable in certain circumstances
Account minimum: $300,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Welon Partners
105 Tallapoosa Street, Suite 109
Montgomery AL 36104, United States
Number of offices
1
Forms ADV
Quick links
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