WealthCare Investment Partners (WCIP) offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. WCIP creates customized investment strategies using low-cost mutual funds, exchange-traded funds (ETFs), and individual stocks. WCIP also offers financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs.
Fee Structure
WCIP's wealth management fee is based on a percentage of your portfolio's value, charged quarterly. The fee can be up to 1.40% per year, depending on the complexity of your situation, the amount you invest, and your overall relationship with WCIP. Fees may be negotiable. WCIP may include certain transaction fees in its overall investment advisory fee.