Wealthcare Capital Management provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses an evidence-based investment approach, typically building low-cost portfolios using exchange-traded funds and mutual funds, while also offering access to alternative investments and independent managers. Wealthcare Capital Management focuses on aligning investment strategies with each client's specific financial goals, risk tolerance, and time horizon through personal contact and ongoing monitoring.
Assets Under Management$3.9B
Clients5,691
Advisors34
Avg. per Client$690K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
34 Advisors at this firm
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