Assets Under Management
$6.0B
Number of Clients
9,142
Number of Advisors
165
Average Client AUM
$658K
AUM per Advisor
$36.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
WCAP offers tailored investment advisory solutions through personal client contact, providing discretionary or non-discretionary investment management and comprehensive financial planning. Investment Management and Financial Planning are offered as standalone services. They utilize a goals-based financial advising discipline and may use third-party managers.
1065 Andrew Drive, West Chester, PA, 19380