Burton Enright Welch

Burton Enright Welch is a registered investment advisor firm established in 2008, specializing in investment management, financial planning, and retirement plan consulting. The firm's assets under management total $1.25 billion, with a focus on creating tailored investment portfolios consisting of mutual funds, ETFs, stocks, bonds, and other securities. Clients have the opportunity to place reasonable restrictions on their investments and retain the authority to make additions or withdrawals from their accounts. The firm follows a disciplined four-step approach to investment management, aiming to provide consistent, competitive returns over time. Burton Enright Welch acts as a fiduciary, obligated to act in the best interests of clients, particularly when providing investment advice for retirement accounts. The firm charges investment management fees ranging from 0.30% to 1.50% of assets under management annually, with no minimum fee. Financial planning and consulting services are offered on an hourly or flat fee basis, ranging from $2,500 to $10,000. The firm recommends Charles Schwab as a custodian and executing broker, providing clients with access to a broad range of investment products and services. Clients include individuals, families, trusts, corporations, and retirement plans, with no minimum investment required for new clients. Burton Enright Welch does not maintain physical custody of client assets but has the authority to direct transfers and receive payment of advisory fees from client accounts. The firm exercises investment discretion, making decisions on types of investments, timing, and amounts traded. Clients have the option to direct brokerage, although this may result in higher costs and less favorable execution. Burton Enright Welch does not vote on client securities' proxies or corporate actions unless requested by the client.