Jack Clauser
Jack Clauser is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Huntingdon Valley, PA, with 2 years of industry experience. Jack 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
1800 Byberry Road, Suite 1412, Huntingdon Valley, PA, 19006
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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 ActivitiesSells Insurance
Jack is part owner of Aspen's Properties LLC, a real estate holding company, and a real estate salesperson at Realty ONE Group Old Towne. He is also an insurance agent at Creekside Insurance Advisors, Inc. taking about half of his time, and works full-time as a financial advisor at Creekside Financial Group.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Alphastar Capital Management
State Registrations1 state
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