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
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:
Pays out net revenue, after expenses
Access to corporate benefits, including health insurance
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
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
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.