Ayad Amary is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 22 years of industry experience. Ayad 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
1065 Andrew Drive, West Chester, PA, 19380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ayad owns personal real estate investment properties since 2003 and volunteers as a board member for Victory House, a non-profit organization. He also serves as a VP, Senior Wealth Advisor for Wealthcare Advisory Partners, LLC and Wealthcare Capital Management, LLC, dedicating about 10% of his time to the latter.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Wealthcare Capital Management LLC
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Scottrade, INC.Broker
Vanguard Marketing CorporationBroker
Adp Broker-Dealer, INC.Broker
Legend Trading, LLCBroker
Ryan Beck & CO.
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
Signator Investors, INC.Broker
Signator Investors, INC.Broker
State Registrations1 state
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