Zachary Cole is a CFP-designated registered investment advisor at Wealthcare Asset Management, LLC, based in Springfield, MO, with 10 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 502 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthCare Asset Management's annual fee for managing your investments will not exceed 3.00%. This fee is calculated based on the value of your account and billed quarterly in advance. Fees are negotiable. If a sub-advisor is used, you may pay additional fees not to exceed 0.85% annually.
Location
2847 S. Ingram Mill Road, Suite B102, Springfield, MO, 65804
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 →