Burton Enright Welch
Assets Under Management
$1.2B
Number of Clients
642
Number of Advisors
11
Average Client AUM
$1.9M
AUM per Advisor
$113.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Burton Enright Welch provides investment management, financial planning, and retirement plan consulting services. They create tailored portfolios using mutual funds, ETFs, individual stocks/bonds, and other securities. The firm follows a four-step approach to investment management, including target allocation, active asset allocation, active/passive management, and monitoring. Financial planning services encompass investment, retirement, estate, charitable, education, and tax planning.
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
Location
1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA, 94596
