![]() Heritage Wealth Advisors has been in business since 2005 and was founded by Dee Ann Remo, the CEO and managing director. The firm does not have a set account minimum and works with both non-high-net-worth and high-net-worth individuals, as well as charities and corporations.Ĭlients engaging in investment management services are charged a percentage of assets under management that ranges from 0.50% to 1%. Heritage Wealth Advisors is a fee-only firm with several financial advisors on staff. In general, though, you can count on Wealthcare to take a long-term approach to handle your money, as market-timing and stock-picking are not strategies it employs. If your unique situation calls for it, your advisor may also recommend investing in mutual funds, corporate debt securities, variable annuities and other similar vehicles. However, the firm is a massive believer in exchange-traded funds (ETFs), especially those that include equity and securities and government treasury securities. Wealthcare Capital Management Investment StrategyĪlthough risk tolerance is the main driver of many financial advisor firms, Wealthcare particularly takes pride in finding exactly how much risk should be present without your portfolio’s construction. This program can be optimized for just about any goal or tier of the client, giving Wealthcare ample flexibility. But perhaps its most commonly utilized service is GDX360®, which is as customizable a financial service as you’ll come across. In fact, Wealthcare used to share the Financeware name, until it was split off into its own entity.īecause this firm has working relationships with typical clients, businesses and other groups, as well as outside investment advisors, its service offerings vary wildly. It is not run independently, as parent company Financeware Holdings LLC wholly owns it. Wealthcare Capital Management has been in business since 2001. Wealthcare Capital Management does not impose an account minimum. certified public accountant/personal financial specialist (CPA/PFS)Īs a fee-only firm, advisors get paid directly from client services and do not take commissions. The firm is fiduciary that is legally obligated to act in the best interests of clients.Wealthcare Capital Management is a fee-only firm that serves both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charities and corporations.Īdvisors at the firm hold multiple certifications. Generally, account managers do extensive research and perform fundamental analysis. Advisors may use a wide range of different investments and investment products to populate client portfolios and drive growth.Ĭary Street has a number of different pre-set strategies, ranging from conservative growth to long-term growth. Advisors learn about the financial situation and investment objectives of clients in order to effectively allocate their assets and manage risk. Cary Street Partners Investment Advisory Investment StrategyĬary Street tailors its investment strategies to the needs of its clients. These include investment portfolio management, financial planning services and even a wrap fee program. The firm has a very large team of advisors on staff, many of whom are financially certified.Ĭary Street provides a range of financial advisory services to clients. This firm was formerly known as Luxon Financial, LLC. The firm is wholly owned by Cary Street Partners Financial, LLC. It became an SEC-registered investment advisor in 2005. Cary Street Partners Investment Advisory BackgroundĬary Street Partners Investment Advisory was founded and went into business in 2003. There is no set account minimum at the firm. The qualifying firms were then ranked according to the following criteria:Ĭary Street Partners Investment Advisory is a fee-only firm that works with both high-net-worth and non-high-net-worth individuals, as well as pension and profit-sharing plans, charities, insurance companies and corporations.Īs a fee-only firm, advisors may not earn commissions from the sale of financial products, which could become a potential conflict of interest. Their earnings come directly from client fees. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Richmond, we first identified all firms registered with the SEC in the city. ![]() Let us help match you with up to three vetted fiduciary financial advisors. Selection of other advisors (including private fund managers).Minimum AssetsVaries based on account type All advisors are fiduciaries.Ĭary Street Partners Investment Advisory, LLC ![]()
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