RM
CFA
RM
CFA

Ronald Madey

16 Years of Experience
Newtown Square, PA

Ronald Madey is a CFA-designated registered investment advisor at Wealthcare Capital Management LLC, based in Newtown Square, PA, with 16 years of industry experience. Ronald 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

Newtown Square, PA

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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

Ronald serves as the President and Chief Investment Officer of Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC.

Employment History
Current Registrations
Wealthcare Capital Management LLC
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
Sightline Investments, LLC
July 2010 - March 2014 · 3 yrs 8 mos
Lincoln Financial Advisors Corporation
September 2006 - April 2007 · 7 mos
State Registrations1 state
PA
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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