The Welch Group, LLC

The Welch Group, LLC is a registered investment adviser established in 1998 in Alabama. The firm offers investment management services, financial analysis, and financial planning to individuals, pension plans, trusts, and business entities. Clients can engage the firm for portfolio design and management on a fee-only basis, with annual advisory fees ranging from 0.30% to 1.20% based on assets under management. Financial planning and consulting services are available separately for a fee of $3,500 to $35,000. The firm does not provide legal, accounting, or insurance services but may recommend other professionals if needed. Clients have investment discretion and can impose restrictions on the firm's authority. The Welch Group does not participate in wrap fee programs and does not accept compensation from the sale of securities. The firm conducts ongoing account reviews and provides regular client reports. Clients receive transaction confirmations and account statements directly from the custodian. The Welch Group does not vote client proxies and does not solicit fees in advance exceeding $1,200 per client. The firm has not been subject to disciplinary actions or bankruptcy petitions. For more information, clients can contact Brent Gillis, Chief Compliance Officer.