Brandon Gulley
Brandon Gulley is a registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 18 years of industry experience. Brandon 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
1065 Andrew Drive, West Chester, PA, 19380
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Regulatory History (2)
Judgment / Lien
November 2018Judgment / Lien
February 2018Other Business ActivitiesSells Insurance
Brandon is a sales agent for life, health, group life, group health, fixed annuities, disability, and voluntary benefits programs, dedicating a few hours per week. He also owns Elite Mind Connections, a professional networking group, taking about 10-20% of his time, and works as a college funding coach since 2014, also taking about 10% of his time.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, 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.