Ways To Work With Us

Join Our Fee-Only RIA

Join Wealthcare’s fee-only Registered Investment Advisory firm

Running a fee-only practice? Our fee-only RIA, Wealthcare Capital Management LLC, may be ideal for you. Here’s what you get:

  • Access to our complete GDX360 platform that integrates goals-driven planning and investing
  • Complete outsourced advisory business model
  • Planning and investments
  • Compliance
  • Billing
  • Marketing
  • Technology
  • Compliance
  • Employee status with access to comprehensive benefits package (medical/dental/vision, 401k)

 
About Our Fee-Only RIA

Wealthcare offers employee status to fee-only advisors

Wealthcare offers employee status to fee-only advisors

Retain your independence. Run your advisory practice your way.

For the advisor who wants to partner with us directly, and access a range of employee-based services, our fee-only RIA may be an attractive option.

It combines the independent, entrepreneurial feel of running your own business with the corporate support employees receive.

Wealthcare’s business model for advisors who join our fee-only registered investment advisory firm

Wealthcare’s business model for advisors who join our fee-only registered investment advisory firm

When you join our fee-only RIA, you’ll partner with us across our entire corporate structure, from planning and investing, to marketing, IT and billing. What you get:

  • W2 status
  • Pays out net revenue, after expenses
  • Access to corporate benefits, including health insurance
    • Group pricing
    • Not rated for health issues
    • You pay the cost of insurance, at group rates
  • Manage your accounts payable using our finance team
  • Monthly payouts to help with budgeting and expenses
Strengthen your business brand with Wealthcare’s creative marketing programs

Strengthen your business brand with Wealthcare’s creative marketing programs

Stand out in a crowded, competitive field with our marketing and brand-building programs featuring:

  • Marketing service packages customized to each advisor’s brand and business
  • Website design and development services to build your digital footprint
  • Social media guidance
  • Content marketing to share valuable information with clients and prospects
  • Lead generation programs to attract prospects
  • Videos to reinforce the goals-driven experience with clients
Run your practice with Wealthcare’s practice management support services

Run your practice with Wealthcare’s practice management support services

Our practice management support service assists with optimizing, branding, marketing, and building your business. You can access a suite of valuable resources, including downloadable PDFs and templates, useful tips, and actionable strategies.

You’ll also have access to industry knowledge and best practices through regular advisor calls, and an advisor-driven open forum discussion group.

And you can join us at our annual advisor conference, where you’ll hear about our newest product and service launches.

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

Learn More

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