Wealthcare Investment Partners LLC, based out of Portsmouth, RI, is a leading local investment advisory firm with a strong presence in the financial industry. With over 1,360 individual clients and more than $457,674,000 in assets under management, Wealthcare Investment Partners LLC has established itself as a trusted partner in wealth management.
The firm operates from two offices and boasts extensive experience in managing assets, particularly in the realm of employer 401Ks and individual portfolios. All of the assets they handle are under their discretionary management, ensuring a high level of expertise and personalized atten...
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Assets Under Mgmt
$457.67M
Investment Professionals
6
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.