Assets Under Management
$330.9M
Number of Clients
623
Number of Advisors
8
Average Client AUM
$531K
AUM per Advisor
$41.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
WCP offers investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and other businesses. Services include discretionary or non-discretionary investment management, financial planning, and retirement plan advisory services. WCP may utilize affiliated or unaffiliated managers and managed account programs.
1065 Andrew Drive, West Chester, PA, 19380