Wealthcare Advisory Partners LLC
Assets Under Management
$6.0B
Number of Clients
9,142
Number of Advisors
165
Average Client AUM
$658K
AUM per Advisor
$36.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WCAP offers tailored investment advisory solutions through personal client contact, providing discretionary or non-discretionary investment management and comprehensive financial planning. They serve individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and other businesses. WCAP may utilize affiliated or unaffiliated managers.
Fee Structure
Management service fees are up to 1.85% annually, based on factors like investment types and relationship size. Fees may be negotiable. Financial planning fees range from $150 to $400 per hour or are offered as fixed fees. Ongoing financial planning and consulting fees range up to $15,000 per quarter. Retirement plan advisory fees are up to 1.25% annually.
Areas of Practice
Location
1065 Andrew Drive, West Chester, PA, 19380