James Mirenda is a CFP-designated registered investment advisor at Wealthcare Capital Management LLC, based in East Dorset, VT, with 22 years of industry experience. James 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
East Dorset, VT
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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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Current Registrations
Wealthcare Capital Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Manchester Capital Management LLC
Manchester Capital Management LLC
State Registrations1 state
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