Wcp Capital Management LLC

WCP Capital Management, LLC is an investment advisory firm established in 2009, offering financial planning and portfolio management services. The firm, owned by William A. Pruett, manages assets on a discretionary basis, with a focus on developing a Financial Profile and Investment Plan tailored to each client's financial circumstances and goals. Financial planning services are integrated with portfolio management, addressing areas such as cash flow planning, retirement planning, and insurance analysis. WCP's investment strategies include long-term and short-term purchases, trading, and a strategic asset allocation approach to minimize downside risk. The firm primarily selects Exchange Traded Funds (ETFs), common stocks, and fixed income securities based on fundamental and technical analysis. WCP charges portfolio management fees based on a percentage of assets under management, with a minimum portfolio value typically set at $250,000. The firm acts as a fiduciary when providing individual retirement advice, ensuring recommendations are in the client's best interest. WCP uses Charles Schwab & Co., Inc. as a custodian and may aggregate trades for efficiency. Clients have the option to direct brokerage and are provided with regular account reviews and reports. William A. Pruett, the firm's Managing Member, has a background in finance and extensive experience in the industry. WCP does not have any disciplinary events to report, and Bill Pruett oversees all aspects of the firm's operations.