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Frequently Asked Questions

1. How is The WealthCare Center able to offer their services at such low minimum account levels?
2. How does The WealthCare Center keep my costs so low?
3. Is my money safe?
4. Do I need to change my other advisors?
5. Can I use just some of The WealthCare Center services?
6. Still have a question?

1. How is The WealthCare Center able to offer their services at such low minimum account levels?

We abandoned the self-serving business model embraced by banks and brokerage firms - a model that is unfair and expensive for their customers. Instead, our business model was designed to benefit both our clients and us equally. To accomplish this nobel cause, we negotiated with our service providers to provide our clients with highly-advantaged services at greatly reduced account levels - from $50,000 to over $50,000,000. A win-win situation for everyone.

2. How does The WealthCare Center keep my costs so low?

We keep your costs low by passing on to our clients the substantial savings we realize from utilizing the most efficient technologies, negotiated discounts with our service providers, and our economies-of-scale pricing. If fact, we are so proud of our low pricing and exceptional value, we proudly publish our pricing schedule. And to help ensure that you are receiving the most cost-effective pricing, we offer multiple pricing options. To view our Pricing Schedule click here.

3. Is my money safe?

Your cash and investments are held by your chosen wealthcare custodians, such as Charles Schwab & Co., Inc., Fidelity Investments and TD Ameritrade. These firms all provide SIPC coverage, and Charles Schwab & Co., Inc. also offers "The Schwab Security Guarantee". Other than payment for specific in-house services and projects, all checks for investment services or products are made payable directly to your wealthcare custodians.

We believe that trust is an essential part of our business relationship, but we also believe in the importance of verification. Therefore, for your added security and protection, you are provided with direct phone and internet access to all of your wealthcare services providers. In addition, your account data, statements, performance reports and documents are provided directly to you by your wealthcare services providers.

4. Do I need to change my other advisors?

No. We will gladly work with your other advisors. In fact, our service platform is designed to help coordinate the efforts of your other advisors and help reduce their costs to you.

5. Can I use just some of The WealthCare Center services?

Yes, all of our services are available separately or bundled.

Still have a question?

If you have a question - we'll get you the answer. Just click on the "Push-To-Talk" button below to speak to a knowledgeable Wealthcare Advisor, or click on the "Write-To-Us" button to send us your question securely.