Godshalk Welsh Capital Management, Inc.

Godshalk Welsh Capital Management, Inc. is a registered investment adviser established in 1991 by Matthew Welsh. The firm specializes in providing investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, and charitable organizations. Clients can engage the firm for discretionary investment advisory services on a fee-only basis, with fees generally ranging from 0.50% to 1.00% of assets under management. Additionally, the firm offers financial planning and consulting services on a stand-alone fee basis, typically charging between $1,000 and $5,000 or $200 per hour. Clients have full discretion over implementation decisions and are not obligated to follow recommendations. The firm primarily allocates client assets among various securities, mutual funds, bonds, ETFs, and other instruments based on designated investment objectives. Godshalk Welsh Capital Management does not participate in performance-based fees, accepts no compensation from the sale of securities, and does not engage in wrap fee programs. The firm does not have any disciplinary actions and does not receive compensation for client referrals. Clients are encouraged to review their accounts annually, and the firm does not vote client proxies. The Chief Compliance Officer, Matthew Welsh, is available for any inquiries regarding the firm's disclosures and services. As of January 31, 2023, the firm had $253,642,196 in assets under management on a discretionary basis.