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Audrey Sanders

31 Years of Experience
Brooklyn, NY
1 Disclosure

Audrey Sanders is a registered investment advisor at Wealthcare Capital Management LLC, based in Brooklyn, NY, with 31 years of industry experience. Audrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,691 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
5,691 clients
Average Client Portfolio
$690K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Annual management fee is up to 1.85% based on investment types, relationship size, and other factors. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

828 Midwood St, Apt 2B, Brooklyn, NY, 11203

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History

Regulatory History (1)
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Judgment / Lien
November 2022
Employment History
Current Registrations
Wealthcare Capital Management LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.
January 2017 - June 2024 · 7 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2017 - June 2024 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLC
July 2003 - January 2017 · 13 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - January 2017 · 13 yrs 6 mos
Prudential Securities Incorporated
June 2002 - July 2003 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
August 1998 - July 2003 · 4 yrs 11 mos
Taglich Brothers, D'amadeo, Wagner & CO., INC.Broker
October 1997 - July 1998 · 9 mos
May, Davis Group INC.Broker
October 1995 - September 1997 · 1 yr 11 mos
Prime Charter LTD.Broker
February 1995 - October 1995 · 8 mos
Prudential Securities IncorporatedBroker
September 1994 - November 1994 · 2 mos
Ladenburg, Thalmann & CO., INC.Broker
May 1993 - June 1993 · 1 mo
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
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