Steven Bergeron
Steven Bergeron is a registered investment advisor at Wealthcare Capital Management LLC, based in Keene, NH, with 24 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,066 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCM charges a percentage of your portfolio's value annually for investment management. This fee can be up to 1.85% and is based on factors like the types of investments, the size of your account, and any special reporting needs. Fees are negotiable. If alternative investments are used, the fee may exceed 1.85%.
For assets held in taxable accounts through the NeptuneGBX platform (gold and silver bullion), there is an additional annual fee of 0.30% charged by Neptune Holdings Group, LLC. For non-taxable accounts, there is a flat fee of $375 per year. WCM does not receive any portion of this platform fee.
If WCM uses independent managers for your portfolio, the total fee you pay, including WCM's fee and the independent manager's fee, will not exceed 2.00% annually.
For investment strategist/model management services, WCM charges up to 0.25% per year.
Location
Keene, NH
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an independent insurance agent for various independent insurance companies. He also works as a notary, dedicating minimal time to this activity.
Employment History
Current Registrations
Wealthcare Capital Management LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Infinex Investments, INC.
Linsco/private Ledger CORP.
Chittenden Securites, INC.
Infinex Investments, 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.