Jeffery C. Welch and Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$26,861,724
Total clients
202
3% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
101
Average account size
$132,979
Client services
Fee options
$0 - $250,000: 1.75% (Covered Call Managed Portfolios) $250,001 - $500,000: 1.50% (Covered Call Managed Portfolios) $500,001 - $1,000,000: 1.25% (Covered Call Managed Portfolios) $1,000,001+: 1.00% (Covered Call Managed Portfolios) $0 - $250,000: 1.80% (Non-Covered Call Portfolios) $250,001 - $500,000: 1.40% (Non-Covered Call Portfolios) $500,001 - $1,000,000: 1.00% (Non-Covered Call Portfolios) $1,000,001+: 0.75% (Non-Covered Call Portfolios)
Account minimum: $50,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Jeffery C. Welch and Associates, Inc.
Templeton CA, United States
Number of offices
2
Forms ADV
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