WCP Capital Management offers financial planning in conjunction with portfolio management services. Financial planning addresses cash flow, retirement, and insurance. WCP manages investment portfolios on a discretionary basis, implementing an investment plan developed with the client. WCP uses ETFs, common stocks, and fixed income securities.
Assets Under Management$22M
Clients13
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
1.10% for Total Return Accounts. 0.35% for Fixed Income Accounts. Minimum annual fees may apply. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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