Wellacre Global Wealth Advisors

Wellacre Wealth Management, LLC, located in Santa Monica, CA, was established in 2019 by Adam Scott, a Certified Financial Planner (CFP®). The firm specializes in providing a wide array of investment advisory services to individuals and other clients. As a fiduciary, the firm is committed to acting in the best interest of its clients. Services offered include Asset Management, Comprehensive Portfolio Management, and Financial Planning & Consulting. For Asset Management and Comprehensive Portfolio Management, the firm charges a maximum annual fee of 1.75%, based on assets under management. Financial Planning & Consulting services are offered on a flat fee basis ranging from $5,000 to $25,000. Retirement Plan Consulting services are billed based on a percentage of Plan assets under management, not exceeding 1.00%. The firm uses various methods of analysis, including Charting, Cyclical Analysis, Fundamental Analysis, Quantitative Analysis, and Qualitative Analysis. Investment strategies employed include Asset Allocation, Fixed Income, Long-Term Purchases, and Options. Wellacre Wealth Management recommends Charles Schwab & Co., Inc. as the custodian for client funds and brokerage services. The firm does not receive soft dollars in excess of what is allowed by regulations and does not direct client transactions for soft dollar benefits. The firm does not charge performance-based fees and does not have any disciplinary history. The Chief Compliance Officer, Adam Scott, oversees the firm's operations and compliance with regulations.