WealthCare provides customized advisory services including asset management, asset allocation recommendations, financial planning, and income tax planning and preparation. WealthCare gathers information about your financial situation and goals to tailor its services. WealthCare may use sub-advisers to manage a portion of your account. WealthCare is legally required to act in your best interest.
Fee Structure
WealthCare manages your investments for a fee based on the size of your account and the types of investments. The fee covers both WealthCare's services and the fees of any sub-advisers used. Fees are charged quarterly, based on the value of your account at the end of each quarter. Here's a breakdown of the annual fees:
For accounts using Astoria as a sub-adviser:
- $0 to $500,000: 0.55% for stocks/ETFs, 0.30% for bonds
- $500,000 to $1,000,000: 0.50% for stocks/ETFs, 0.25% for bonds
- $1,000,000 to $2,500,000: 0.45% for stocks/ETFs, 0.20% for bonds
- $2,500,000 to $5,000,000: 0.40% for stocks/ETFs, 0.15% for bonds
- $5,000,000 and over: 0.30% for stocks/ETFs, 0.10% for bonds
For accounts using Milwaukee Co. as a sub-adviser:
- $0 to $500,000: 0.80% for stocks/ETFs, 0.15% for money market accounts
- $500,000 to $1,000,000: 0.75% for stocks/ETFs, 0.15% for money market accounts
- $1,000,000 to $2,500,000: 0.70% for stocks/ETFs, 0.15% for money market accounts
- $2,500,000 to $5,000,000: 0.65% for stocks/ETFs, 0.10% for money market accounts
- $5,000,000 and over: 0.60% for stocks/ETFs, 0.10% for money market accounts