At Wealthcare, we respect that you want to run your business your way. That’s why we give you the flexibility to access GDX360 and our full suite of practice management tools in the way that best fits your practice.
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.Learn more
Are you an independent advisor and want to start your own Registered Investment Advisory firm? Excellent!
Or, are you breaking away from a wirehouse or captive model to start your own RIA?
Once you’ve opened your RIA, we can partner with you to help build a growing practice rooted in a consistent, repeatable process that focused on personalized client experiences.Learn More
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:
And all while still managing your own practice.Learn More
Have a fee-based practice and also have brokerage business? We’ve got a solution for that too.
You can join our hybrid Registered Investment Advisor, Wealthcare Advisory Partners LLC. Keep your dually-registered status, your independence, and most importantly, run your business your way.
If you want to continue with both a fee-only and commission business, and access our GDX360 platform, our hybrid RIA may be the right choice for you.Learn More