Wealthcare Capital Management LLC
Assets Under Management
$3.0B
Number of Clients
5,066
Number of Advisors
34
Average Client AUM
$598K
AUM per Advisor
$89.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WCM offers tailored investment advisory solutions through personal client contact, providing discretionary or non-discretionary investment management and comprehensive financial planning. They utilize internal investment strategies, alternative investments, or independent managers. WCM also provides retirement plan advisory services.
Fee Structure
Management service fees are based on the market value of assets under management, up to 1.85% annually, and are generally paid quarterly in advance. Fees may be negotiable. Alternative investments may exceed the 1.85% management fee rate. Financial planning fees are either hourly ($150-$400/hour) or fixed, with ongoing financial planning fees ranging up to $15,000 invoiced quarterly in advance. WCM may impose a minimum annual fee, which can be waived.
Areas of Practice
Location
2 James Center, 1021 East Cary Street, #702, Richmond, VA, 23219
