Comprehensive Financial Planning
Over a period of several weeks, we will work together with you to develop a personal goal-based plan to help you achieve your
goals in life. Ater the plan is developed, we will help you implement any agreed upon recommendations, and provide close
careful monitoring of the plan during our relationship. Depending on the complexity of the plan, there may be a nominal yearly
charge to cover the time involved in this monitoring process. Clients who work with Wealth Care LLC and do not have at least
1M in assets will be charged the planning fee at the beginning of our relationship, but not afterwards for follow up.
Investment Management
Wealth Care LLC is a strong believer
in achieving a low cost method of diversified asset allocation. At the same time, we recognize that risk and reward
are very individualized concepts, and therefore we will match an investment profile to you personally.
Certain clients that wish to take on additional risk may be considered for investment options such as covered call sales and
direct and indirect real estate investments. Wealth Care LLC uses Fidelity Institutional Brokerage as its major custodian
of client assets. Generally we find that a client needs a minimum of 1,000,000 dollars of assets to benefit from our services.
Fees for Investment Management
Amount under management
Yearly Fee
