Our Services & Fees

Enriching the lives of our clients by focusing on what’s important to them.

We Are a Fiduciary Firm

As a Registered Investment Advisor (RIA), we act in a fiduciary capacity when providing services to our clients. We must adhere to a fiduciary standard of care that requires us to act in your best interest. However, many people are surprised to learn that not all advisors, such as traditional brokers, are held to a fiduciary standard.

As fiduciaries, we have a legal duty to serve in your best interest and only buy and sell investments that are the best fit for you. We never base our decisions on what will provide us with the highest commission (in fact, we aren’t even paid on commission!).

Fee-Only

We are fee-only advisors, meaning we only receive compensation from our clients; we do not receive commissions or any other form of payment for selling financial products, investments, or insurance. To learn more about our fees, you can review our ADV Brochure

Family Office Services

The Welch Group offers comprehensive family office services, including strategic and tactical investment advisory consulting, to qualified clients. Specifically, The Welch Group makes available certain additional services to address the needs of qualified individuals and families. 

Our Family Office program provides a full suite of advisory and reporting services to eligible clients and is customized to the specific needs of the individual or household based on the case complexity and their goals.  

We also coordinate with your other professionals, including your accountant, attorney, and insurance professional to provide comprehensive services and a dedicated focus on your needs. 

Our Services

  • Wealth and investment strategies tailored to qualified families
  • Asset protection and portfolio implementation tailored to the specific needs of qualified families
  • Assistance with key family decision-making as it applies to wealth planning and succession/exit planning.
  • Philanthropy, endowments, and charitable giving guidance
  • Tax planning and strategies for tax reduction
  • Cash flow and liquidity management /accounting/budgeting services
  • Estate planning
  • Assistance with banking or borrowing/liquidity issues

Investment Management

There is no one particular investment strategy that is appropriate for all investors. The optimal portfolio will depend on the amount and timing of cash flow needs, tax considerations, regulatory…

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Wealth Management

During our 35 years of serving clients in Birmingham, Alabama and beyond, we have developed a financial planning and wealth management toolset to help you plan for your future and…

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