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Gordon Elliott Caldwell

Wealthcare Capital Management LLC

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About Gordon Elliott Caldwell

Gordon Elliott Caldwell is a Registered Investment Advisor (IA) representative associated with Wealthcare Capital Management LLC and has been in the industry since May 2001. Gordon Caldwell's firm has offices in Richmond, VA. Gordon Caldwell is licensed in Virginia.

Firm Information

Gordon Caldwell is currently registered with Wealthcare Capital Management LLC. Wealthcare Capital Management LLC is a fee-only financial advisory firm with a focus on providing comprehensive financial planning and investment management services to individuals, families, businesses, and charitable organizations. The firm has over 30 advisors who manage over $2.5 billion in assets for their clients. Their services include financial planning, retirement planning, college savings planning, estate planning, insurance planning, and investment management. They offer a wide range of investment strategies to meet the unique needs of their clients. The firm is headquartered in Richmond, VA and has offices throughout the United States.
Wealthcare Capital Management LLC

2 JAMES CENTER

RICHMOND, VA 23219

$2.58B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gordon Caldwell’s Registration & Firm History

VA

04/28/2008 - Present

Wealthcare Capital Management LLC (RICHMOND VA)

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Licenses & Designations

IA

Issued 04/25/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gordon Elliott Caldwell.
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