WEALTH CARE, LLC
Services And Fees
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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
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Our Focus Is :  |
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Personal Attention - Wealth Care LLC will only accept a select small group of clients in able to give close individualized access and attention. Low Cost-Despite the high quality of personalized service offered, the advantages of diversified index-type investing allows a total cost of investment management at or below what most clients have already been paying. Experience - Dr. Podnos has managed investment assets for over twenty years. Fee Only- At Wealth Care LLC, our only interest is to offer you quality uncompromised advice and investment guidance. We make no sales and no commissions of any type. |
