Richard Zandt is a PFS-designated registered investment advisor at Wealthcare Capital Management LLC, based in Rathdrum, ID, with 18 years of industry experience. Richard 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
14841 N Highway 41, Rathdrum, ID, 83858
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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 →Other Business Activities
Richard provides tax preparation, accounting, and bookkeeping services through Van Zandt Financial Services PLLC, which he started in 2009.
Employment History
Current Registrations
Wealthcare Capital Management LLC
Previous Registrations
Symetra Investment Services, INC.
State Registrations2 states
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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