Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fees are not generally negotiable. The Firm reserves the right to assess a different fee based on the nature and complexity of the client’s account. The lower rate of 0.30% was recently introduced to our fee schedule for high-net-worth clients.
Fee Estimator
Investment management fees are based on a percentage of assets under management, ranging from 0.30% to 1.50% annually. Fees are billed monthly or quarterly. Financial planning is offered on an hourly basis at $350 per hour, or a flat fee ranging from $2,500 to $10,000. The firm does not have a minimum fee. A retainer of 50% is required for financial planning services.
Areas of Practice
Advisor Information
Office location
1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA, 94596
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Kelly Marie MetzlerRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Burton Enright Welch
State Registrations1 state
Exams