Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
5,066 clients
Average Client Portfolio
$598K average
Assets Under Management
$3.0B
Fee Structure
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Location
2 James Center, 1021 East Cary Street, #702, Richmond, VA, 23219
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Wealthcare Capital Management LLC
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Summit Wealth Management, INC
July 2007 - December 2012 · 5 yrs 5 mos
Summit Wealth Management,inc
April 2005 - August 2006 · 1 yr 4 mos
Horizons Financial Advisors INC
March 2003 - July 2004 · 1 yr 4 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.