Andreas Wochtl
Andreas Wochtl is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Exton, PA, with 11 years of industry experience. Andreas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
Exton, PA
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Regulatory History (1)
Employment Separation After Allegations
January 2024Other Business ActivitiesSells Insurance
Andreas owns rental property in Villas, NJ with his spouse, dedicating minimal time. He is also a board member of the Swedish American Chamber of Commerce and spends minimal time on insurance sales and recommendations.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citizens Securities, INC.Broker
Citizens Investment Services
Edward Jones
Edward JonesBroker
Proequities, INC.Broker
Global Atlantic Distributors, LLCBroker
Planco Financial Services, LLCBroker
State Registrations2 states
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.