Wealth Care LLC
Company Description (LinkedIn): Highly personalized, fee-only financial planning and investment management. Offices in Cocoa Beach Florida and Washington DC. Clients served nationally.
β³ Active Since : 2002
π Location : Merritt Island, Florida
π’ Employee Count : 3
π₯ Followers : 74
From WCI application:
From SEC filings:
π Advisory Services Offered
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
π² Compensation Options
A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Accounts
π° Total AUM ($Millions): 479
π§Ύ Number of accounts: 886
π Average Account Size: $540,610
View more details on Wealthminder π
External Links:
Visit www.wealthcarellc.com
Please enable JavaScript to view the comments powered by Disqus.