Wealthcare Financial Planning provides investment management and financial planning services to help clients achieve their financial goals. Wealthcare manages client assets and provides advice on assets not under management. Financial planning services include retirement planning, tax planning, estate planning, and insurance planning. Wealthcare also offers hourly services for specific tasks.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is charged separately
Minimum Annual Fee:$200
Wealthcare charges a monthly fee for investment management services. The fee is 0.03% of assets under management, updated monthly, and 0.03% of assets under advisement, updated annually. The fees are taken from investment accounts for assets under management and paid via electronic check or credit card for assets under advisement.
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