Welshire Capital, LLC
Welshire Capital, LLC (CRD# 143960) is a financial advisory firm headquartered in , . They manage $81,497,591 in 1,546 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management81MILLION
Total Number of Accounts1,546ACCOUNTS
Average Account Value$52,715
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Brent Welch (CRD# 1427545) is an Investment Advisor Representative working at Welshire Capital, LLC in West Salem, WI and has over 31 years of experience in the finance industry. Brent Welch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.