Wealthview Capital, LLC
Assets Under Management
$286.8M
Number of Clients
190
Number of Advisors
2
Average Client AUM
$1.5M
AUM per Advisor
$143.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealthview Capital, LLC offers comprehensive wealth management, millennial growth partnership, goals-based financial planning, professional asset management, and fiduciary consulting services. They utilize strategic and tactical asset allocation strategies and primarily invest in exchange-listed securities, over-the-counter securities, corporate debt securities, CDs, municipal securities, mutual funds, United States government securities and options.
Fee Structure
Wealthview's fees depend on the service, complexity, and client preference. For Comprehensive Wealth Management and Professional Asset Management, they charge up to 1.00% annually based on assets under management. For clients interested in financial planning only, the fixed fee typically ranges from $1,500 - $25,000, depending on the complexity and length of the engagement. Consulting or other services unrelated to discretionary asset management are billed at a negotiated fixed-fee or an hourly rate ranging from $150 - $500/hour. Wealthview does not require a minimum account size or annual fee, but can only accept client relationships if it believes that it can create value and be compensated accordingly.
Areas of Practice
Location
4500 I-55 North, Suite 263, Jackson, MS, 39211