Wealthcare Solutions provides financial planning and investment management services to business owners and professionals. Wealthcare creates customized financial plans and investment strategies to help clients achieve their goals while managing risk. Services include goal planning, risk management, tax and income planning, and estate planning. Investment management is offered on a discretionary or non-discretionary basis, primarily using mutual funds and ETFs.
Assets Under Management$47M
Clients83
Advisors2
Avg. per Client$570K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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