Wealth Management/Investment Management fees are based on the market value of assets under management and are charged up to 1.85% annually, paid quarterly in advance. Fees may be negotiable. Financial planning fees are project-based, either hourly ($150-$400/hour) or fixed fee. Ongoing financial planning fees range up to $15,000, invoiced quarterly in advance. WCM does not impose a minimum relationship size, however, the Advisor may impose a minimum annual fee, which can be waived at the sole discretion of the Advisor.
2 James Center, 1021 East Cary Street, #702, Richmond, VA, 23219
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Learn about disclosures →Christopher is an advisory board member for Financeware, Inc. dba Wealthcare Capital Management, a technology firm, dedicating minimal time to this role.