Wealthcare Capital Partners (WCP) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, retirement plans, charities, and businesses. WCP provides tailored investment solutions through personal contact and offers both discretionary and non-discretionary investment management. WCP may use affiliated or unaffiliated managers. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs. WCP also provides retirement plan advisory services to plan sponsors.
Fee Structure
Wealthcare Capital Partners' investment management fees are based on a percentage of your portfolio's value, up to 1.85% annually. The exact percentage depends on factors like the types of investments, the size of your account, and any special reporting needs. Fees are typically paid quarterly, in advance. If WCP uses outside money managers, your overall fees will include WCP's fee plus the manager's fees. Some clients may have their financial planning fee included with the overall investment management fee.