EW
EW

Edward Wirwille

19 Years of Experience
Richmond, VA

Edward Wirwille is a registered investment advisor at Wealthcare Capital Management LLC, based in Richmond, VA, with 19 years of industry experience. Edward 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

2 James Center, 1021 East Cary Street, #702, Richmond, VA, 23219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Edward serves as an expert witness in divorce proceedings and as a fiduciary auditor for QP Fiduciary Review Services, each taking minimal time. He also acts as a trustee.

Employment History
Current Registrations
Wealthcare Capital Management LLC
June 2008 - Present · 18 yrs 4 mos
Previous Registrations
Wachovia Securities, LLC
February 2007 - December 2007 · 10 mos
State Registrations1 state
VA
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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