WelsPire LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Welspire LLC is a registered investment advisor that provides discretionary and non-discretionary portfolio management, financial planning and consulting to individuals, high-net-worth clients, trusts, estates and small businesses. The firm constructs portfolios using low-cost mutual funds and ETFs and may also employ variable annuities, individual stocks and bonds, and index and individual options as part of client strategies.
The advisor’s investment process emphasizes fundamental analysis and a primarily long-term orientation while allowing shorter-term trades for rebalancing, tax management, or client cash needs. Portfolios are tailored to each client's objectives and risk tolerance, with the firm willing to retain legacy holdings where they fit the strategy or for tax reasons and to use cash or options tactically for hedging or income.
Compared with many independent peers, Welspire manages a relatively small number of client relationships but a materially higher asset-per-client profile and generally requires a minimum relationship size of $1,000,000, indicating a focus on larger accounts. The firm participates in an institutional custodian platform that provides technology, reporting and operational support (economic benefits to the advisor), and it discloses the use of these platform services alongside its investment recommendations.
Client services
Expertise
Fee options
Financial planning or consulting services fixed fees starting at $3,500, negotiable
up to 1.10% annually (may vary based on complexity, asset levels, and relationship; fees may be negotiable and tiered for existing clients)
Account minimum: $1,000,000 Fee-only: Investment advisory fees based on assets under management, paid quarterly in advance; financial planning fixed fees starting at $3,500, negotiable
Main office
2400 Cambridge Boulevard
Upper Arlington OH 43221
Advisors at this office
1
Most active in
Nebraska · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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