Elijah Attlesperger is a registered investment advisor at Wealthkare.com, INC., based in Mount Union, PA. Elijah 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. Their firm serves 738 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthKare offers investment management services where fees are based on a percentage of the assets managed. The annual fee is negotiable, but will not exceed 2.25%. The fee is paid quarterly, in advance. WealthKare also participates in Altruist LLC’s Model Marketplace, which charges an additional annual fee of up to 0.18%.
Location
11898 Arrowhead Way, Mount Union, PA, 17066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealthkare.com, INC.
State Registrations1 state
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