Wealth Care LLC offers financial planning and investment management services. They help clients with setting financial goals, managing cash flow, tax planning, insurance, education funding, retirement planning, and estate planning. Wealth Care LLC is a fee-only firm, meaning they don't sell financial products or receive commissions. They provide investment advice, but clients make the final decisions. Wealth Care LLC can manage client assets with a limited power of attorney.
Assets Under Management$670M
Clients236
Advisors3
Avg. per Client$2.8M
Avg. per Advisor$220M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Negotiated fees are possible for larger accounts. Pension plan management fees typically begin at 0.5% per year. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...