Wealthcare Capital Partners, LLC
Assets Under Management
$330.9M
Number of Clients
623
Number of Advisors
8
Average Client AUM
$531K
AUM per Advisor
$41.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealthcare Capital Partners LLC (WCP) provides investment advisory services to individuals, high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and other businesses. WCP offers tailored investment advisory solutions through personal client contact, discretionary or non-discretionary investment management, and comprehensive financial planning. Investment Management and Financial Planning services are also offered as standalone services.
Fee Structure
Management service fees are generally paid quarterly, in advance, and are based on the market value of assets under management, up to 1.85%. Fees may be negotiable. Financial planning and consulting fees are either hourly ($150-$400/hour) or fixed fee. Ongoing financial planning and consulting fees range up to $15,000, invoiced quarterly in advance. Retirement plan advisory services are charged an annual asset-based fee of up to 1.25%.
Areas of Practice
Location
1065 Andrew Drive, West Chester, PA, 19380