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Nicholas Alan Mitchell

Wealthcare Capital Management LLC

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About Nicholas Alan Mitchell

Nicholas Mitchell is an investment advisor representative with Wealthcare Capital Management LLC. Nicholas has been in the industry since 2007. Nicholas is registered with the state of Virginia. Nicholas also holds the Series 63 and 65 licenses. Previously, Nicholas worked for New England Securities. Nicholas's specializations include financial planning, pension consulting, and portfolio management for businesses and individuals.

Firm Information

Nicholas Mitchell 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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Nicholas Mitchell’s Registration & Firm History

NA

12/22/2009 - Present

Wealthcare Capital Management LLC ( )

VA

07/18/2007 - 01/23/2008

NEW ENGLAND SECURITIES (GLEN ALLEN VA)

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Licenses & Designations

IA

Issued 02/25/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Alan Mitchell.
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