Advisor at Wealthcare Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Jemison, AL
Credentials
Series 65
Industry experience
3 years
Di Wu is a financial advisor at Wealthcare Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Whalen Wealth Management Inc., RFG Advisory, and T3 Trading Group. Before entering financial advisory roles, he was employed at The Frick Collection for nine years. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and foundations. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, using model portfolios and an evidence-based investment framework overseen by an Investment Policy Committee.
Based on Wealthcare Capital Management LLC
Based on Wealthcare Capital Management LLC
Fixed fee financial planning engagements based on expected effort; ongoing financial planning fees up to $15,000 invoiced quarterly in advance
$0+: Up to 1.85% annually (Management Services; fee may be negotiable and can exceed 1.85% with alternative investments) $0+: Up to 0.25% annually (Investment Strategist / Model Management Services) $0+: Up to 0.65% annually (Retirement Plan Advisory Services)
Certain Advisory Persons earn commissions from insurance product sales, separate and in addition to advisory fees
Financial planning hourly rates from $150 to $400 per hour
Minimum fee: Minimum annual fee of $500, waivable at discretion of Advisor Fee-only: Financial planning fees on hourly basis ($150-$400/hr), fixed fee basis, or ongoing planning fees up to $15,000 quarterly advance invoicing; fees may be negotiable
Jemison, AL
Alabama
Wealthcare Capital Management LLC
2024 - Present (2 years)
Whalen Wealth Management Inc. DBA Whalen Financial
2023 - 2024 (1 year)
RFG Advisory
2022 - 2023 (1 year)
RFG Advisory, LLC
2022 - 2023 (1 year)
T3 trading Group, LLC
2020 - 2022 (2 years)
The Frick Collection
2013 - 2022 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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