WealthKare provides investment management and financial planning services to individuals, families, trusts, estates, pension and profit sharing plans, charitable organizations, and businesses. WealthKare offers ongoing portfolio management services, financial planning, and estate planning services. WealthKare also works with Brookstone Capital Management and Gradient Investments as a co-advisor.
Assets Under Management$130M
Clients738
Advisors7
Avg. per Client$170K
Avg. per Advisor$18M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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%.
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