Our Pricing

As a fee-only, fiduciary financial advisor we are only paid by you, the client. Therefore, we work side-by-side to ensure your success and manage our relationship in your best interest only. We do not accept incentives or kickbacks to use certain investments within your portfolio. While some advisors charge separate fees for investment management and then layer additional fees for financial planning, we charge only one fee that encompasses our entire arrangement. Financial planning, on-going advice, and investment management are all provided under one cost.

Fee Schedule

Blended Rates

This fee schedule represents the cost that you pay Wealthcare for financial planning, investment management, and any additional financial advice needed along the way.

Our minimum threshold for establishing a client agreement is $500,000 of investable household assets. This fee schedule applies to customized portfolios using primarily Exchange Traded Funds (ETFs) and occasionally mutual funds. However, more complex asset management strategies using individual securities, may have additional costs. As always, the fee arrangement is fully disclosed and agreed upon prior to the commencement of the client agreement. Please inquire with questions regarding how the fee schedule would apply to your specific situation.

Fee Schedule

  • .95% On the first $500,000 ($500,000 – $1,000,000)
  • .75% On the next $2M ($1,000,001 – $3,000,000)
  • .60% On the next $2M ($3,000,001 – $5,000,000)
  • .5% On the next $5M ($5,000,001 – $10,000,000)
  • .35% On any amount above $10,000,000
Fee Schedule

Cost & Performance

In the spirit of full disclosure, you will have nominal expense ratios that are charged by the individual investments used in the portfolio we build. However, we are extremely cost-sensitive and do our best to choose investments that meet strict screening guidelines as it relates to both cost and performance. Since our investment strategies incorporate a passive philosophy, the expense ratio costs in our portfolios are significantly reduced. 


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