William
Cox
Wealthcare Capital Management LLC
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About this Advisor
William Cox is a certified financial planner and chartered financial consultant who works in Richmond, Virginia with 2 years of relevant experience. Cox currently works for Wealthcare Capital Management LLC. Their career trajectory has included roles at Elite Investment Team, LLC and Wealthcare Capital Management LLC. Cox maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Wealthcare Capital Management LLC is a registered investment business headquartered in Richmond, VA. The firm has offices in 18 locations and a total of 59 financial advisors. It has $3 billion in assets under management among its 11,094 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 13 charities and foundations. Of its 11,094 customer accounts, 15% are associated with high-net-worth individuals who have at least $1 million in assets. Wealthcare Capital Management LLC provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on the type of financial services. Fee types charged by Wealthcare Capital Management LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthcare Capital Management LLC Brokerage Details
$2,603,042,487
59
11,094
$234,635
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
William Cox Work History
William has been registered as a financial advisor for 2 years.*
Wealthcare Capital Management LLC
Elite Investment Team, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Cox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthcare Capital Management LLC
Richmond, VA
West Chester, PA
Claremont, CA
East Dorset, VT
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
