Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients pay a single annual advisory fee for advisory services and transaction execution. The maximum advisory fee is 2.00% of assets. This fee is negotiable and may vary based on the IAR, account size, complexity, relationship, and requested services. Fees may be waived for employees or relatives. An Asset-Based Fee (ABF) may apply for LPL Financial custodied accounts, covering transaction expenses. Custodial transaction-based pricing fees apply at Schwab, Fidelity and LPL. The advisory fee is deducted from the account quarterly. A minimum account value is not generally required, but WCG Model Portfolios range from $15,000 - $500,000.
Areas of Practice
Advisor Information
Office location
8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Caitlin provides investment advisory services through WCG Wealth Advisors, LLC, dedicating full-time hours to this activity. She also serves on the advisory board of the YMCA, spending minimal time raising awareness and obtaining new memberships.