Wealthkare.com, Inc.
11898 ARROWHEAD WAY, Mount Union, Pennsylvania 17066
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
0.50% 1.00% Traditionally, GI’s Tactical Portfolio was billed with a max annual fee of 2.00%. Since GI is the sub-advisor to the Tactical Portfolio and will receive an annual fee of 0.20% from the ETF, GI has reduced its annual fee of the Tactical Portfolio so as not to double dip. For e
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.