WCF serves the financial needs of individuals, families, trusts and businesses. We craft
plans that evolve with you because we understand that each stage of an individual’s or
organization’s life brings new financial risks and opportunities.
Our services fall into three general categories including planning, management and consultation. Each is centered on a single guiding objective: to help people live a better and more fulfilled life.
Our services fall into three general categories including planning, management and consultation. Each is centered on a single guiding objective: to help people live a better and more fulfilled life.
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About Fees
WCF’s annual fee is calculated on a sliding scale that starts at 1.25% of the client’s managed assets. Most clients pay between 0.5% to 1% to cover all WCF services with the flexibility to fit the situation. Our focus is on working with clients who are a good match.