Wealthcare Advisory Partners (WCAP) provides investment advice and financial planning to individuals, high net worth individuals, trusts, retirement plans, and other organizations. WCAP offers tailored investment solutions through personal contact and discretionary or non-discretionary investment management. They may use internal investment strategies or select from available models, including mutual funds, ETFs, stocks, bonds, and alternative investments. WCAP also offers financial planning and consulting services covering investment planning, retirement planning, and insurance needs. WCAP may recommend third-party managers or platforms.
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.