Welcy Capital Advisors provides investment advice to private investment funds, companies, individuals, and high-net-worth individuals. WCA creates custom investment strategies based on each client's goals, risk tolerance, and financial situation. WCA also serves as a sub-advisor to other investment advisors.
Assets Under Management$180M
Clients20
Advisors3
Avg. per Client$9.2M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Welcy Capital Advisors charges a fee based on the value of your investments. This fee ranges from 0.5% to 2% per year, but may be higher or lower depending on the services provided and the amount of assets managed.
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