Ways To Work With Us

Join our fee only registered investment advisory firm

Our fee-only Registered Investment Advisory firm, Wealthcare Capital Management LLC is ideal for advisors who run a fee-only practice and do not charge commissions. It’s an attractive option for advisors who want to outsource key advisory functions, from investment management to compliance and operations, and focus on managing clients.

It also offers you employee status, giving you access to our full, comprehensive corporate benefits package. This includes health insurance with group pricing, 401k, vision, dental and other typical corporate benefits.

Stay with your Registered Investment Advisor

If you’re interested in accessing GDX360, but don’t want to join Wealthcare, we have a solution. So whether you’re a state-registered or SEC registered RIA, you can plug into the full power of the GDX360 platform. With GDX360, you can get:

1. Goals-driven process that connects planning and investing
2. Tax Alpha Investing programs
3. Household-level portfolio management
4. Tax-efficient asset location

And all while still managing your own practice.