Bradley Joubert is a CFP-designated registered investment advisor at Wealthcare Capital Management LLC, based in Fort Mill, SC, with 17 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,066 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCM charges a percentage of your portfolio's value annually for investment management. This fee can be up to 1.85% and is based on factors like the types of investments, the size of your account, and any special reporting needs. Fees are negotiable. If alternative investments are used, the fee may exceed 1.85%.
For assets held in taxable accounts through the NeptuneGBX platform (gold and silver bullion), there is an additional annual fee of 0.30% charged by Neptune Holdings Group, LLC. For non-taxable accounts, there is a flat fee of $375 per year. WCM does not receive any portion of this platform fee.
If WCM uses independent managers for your portfolio, the total fee you pay, including WCM's fee and the independent manager's fee, will not exceed 2.00% annually.
For investment strategist/model management services, WCM charges up to 0.25% per year.
Location
1171 Market Street, Suite 206, Fort Mill, SC, 29708
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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The provided text only includes the name and location of a business, Beacon Small Business Solutions. There is no information about Bradley's role or time commitment.
Employment History
Current Registrations
Wealthcare Capital Management LLC
Previous Registrations
Bb&t Asset Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.