Wealthcare Asset Management, LLC

Fee-Only (% of Portfolio)

WealthCare Asset Management offers investment advice and manages investment portfolios for individuals and other entities. They create tailored investment strategies based on client needs, risk tolerance, and financial goals. WealthCare uses technical indicators to make trading decisions. They may hire sub-advisors to manage client assets. They also offer ancillary services such as reviewing outside assets, coordinating bank lines of credit, and educating clients on Social Security options.

Assets Under Management$200M
Clients502
Advisors6
Avg. per Client$390K
Avg. per Advisor$33M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

WealthCare Asset Management's annual fee for managing your investments will not exceed 3.00%. This fee is calculated based on the value of your account and billed quarterly in advance. Fees are negotiable. If a sub-advisor is used, you may pay additional fees not to exceed 0.85% annually.

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Location

6 Advisors at this firm