Washington Crossing Advisors (WCA) manages investments for wrap fee programs, model programs, and a unit investment trust. WCA selects securities and continuously monitors them for wrap program accounts. WCA also provides model portfolios to model programs offered by other financial institutions. WCA does not directly engage in trading activities for model portfolios.
Assets Under Management$2.1B
Clients3,476
Advisors4
Avg. per Client$620K
Avg. per Advisor$530M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
WCA's fees are a portion of what clients pay to the wrap sponsor, dual contract platform, or model firm. WCA negotiates its fees with these entities, not directly with the investing client. The fees WCA receives may vary. Fees for the WCA unit investment trust are in the fund's prospectus.
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