William Cox
William Cox is a CFP, ChFC-designated registered investment advisor at Wealthcare Capital Management LLC, based in Richmond, VA, with 14 years of industry experience. William 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Annual management fee is up to 1.85% based on investment types, relationship size, and other factors. Fees may be negotiable.
Fee Estimator
Location
2 James Center, 1021 East Cary Street, #702, Richmond, VA, 23219
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2006Criminal
September 2003Other Business ActivitiesSells Insurance
William is a passive owner of Financial Consultants of Eastern VA, Inc. He is also an insurance agent at Roberts-Funai Insurance Agency, dedicating a few hours per week to this role.
Employment History
Current Registrations
Wealthcare Capital Management LLC
Previous Registrations
Elite Investment Team LLC
Next Financial Group, INC.
Cbs Advisors, LLC
Ing Financial Partners, INC
Securities America Advisors INC
State Registrations1 state
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
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