Irma Hampton
Irma Hampton is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Austin, TX, with 41 years of industry experience. Irma operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
Austin, TX
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Regulatory History (2)
Customer Dispute
September 2011Customer Dispute
April 2008Other Business Activities
Irma provides investment advisory services through Wealthcare Advisory Partners, LLC, dedicating full-time hours to this activity. She also uses Wealthcare Advisory Partners as a DBA for her LPL business, spending about a quarter of her time on this.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Everen Securities, INC.Broker
Everen Securities, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Masterson Moreland Sauer Whisman, INC.Broker
Aps Financial CorporationBroker
Howard, Weil, Labouisse, Friedrichs INC.Broker
Rotan Mosle INC.Broker
Landmark Investments, INC.Broker
First Investment Securities, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.