WCA Advisors provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. WCA also offers business consulting services to small businesses and corporations. WCA generally limits its investment advice to mutual funds, fixed income securities, equities, commodities and ETFs.
Assets Under Management$250K
Clients5
Advisors1
Avg. per Client$49K
Avg. per Advisor$250K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable. Sub-advisor fees may range up to 1.00% and are separate from WCA's fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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