Ronald Sala is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Marlton, NJ, with 30 years of industry experience. Ronald 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.
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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
Two Greentree Center 9000 Lincoln Drive East, Suite 302, Marlton, NJ, 08053
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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 →Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Adviser Dealer Services, INC.Broker
Meeder Investment Management, INC.
Meeder Investment Management, INC.
Lincoln Investment Planning, INC
Meeder Advisory Services, INC
Meeder Asset Management, INC
Lincoln InvestmentBroker
Icon Distributors, INC.Broker
Lincoln Investment Planning, INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
State Registrations5 states
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