Advisors

Ways To Work With Us

Financial advisors have multiple ways to affiliate with Wealthcare

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.

 

Join our fee only registered investment advisory firm

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.

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Start your own Registered Investment Advisory firm

Start your own Registered Investment Advisory firm

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.

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Stay with your Registered Investment Advisor

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.

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Join our hybrid registered investment advisor

Join our hybrid registered investment advisor

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.

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Ways To Work With Us:

Join our RIA

Join our RIA

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Open your own RIA

Open your own RIA

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Stay with your RIA

Stay with your RIA

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Join our hybrid RIA

Join our hybrid RIA

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