Wealthcare Financial Group (WFG) offers wealth management and investment advice. Its primary services include retirement planning and investment management. WFG provides portfolio reviews and investment analysis, including building model investment portfolios comprised of mutual funds, exchange traded funds, stocks and bonds. WFG's investment portfolios are designed with the personal finance needs of its clients in mind, including risk tolerance, debt, income, expenses, real estate, and future major expenses.
Assets Under Management$28M
Clients130
Advisors7
Avg. per Client$220K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.50% |
| $5M+ | 2.50% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...