Wealthcare Capital Management LLC

Fixed fee financial planning engagements based on expected effort and duration; ongoing financial planning fees up to $15,000 invoiced quarterly in advance.

$0+: Up to 1.85% annually (Management Services fee, negotiable and based on factors such as investment types, size of relationship, reporting, restrictions, etc.) $0+: Up to 0.25% annually (Investment Strategist / Model Management Services fee) $0+: Up to 0.65% annually (Retirement Plan Advisory Services fee)

Certain Advisory Persons are also licensed insurance professionals earning commissions on insurance products sold, separate from advisory fees.

Hourly financial planning fees ranging from $150 to $400 per hour.

Account minimum: No minimum relationship size; however, a minimum fee of $500 is imposed which can be waived at the sole discretion of the Advisor. Minimum fee: Minimum fee of $500 which can be waived at the sole discretion of the Advisor. Fee-only: Project-based financial planning fees charged hourly ($150 to $400 per hour) or fixed fees; ongoing financial planning fees up to $15,000 invoiced quarterly in advance.