Wealth Creation Advisory (WCADV) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. WCADV creates an Investment Policy Statement for each client. WCADV generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs. WCADV requests authority to make trades without asking first.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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