Washington Capital Management

Retirement Planning Firm in Hermosa Beach, CA

Firm Info
Address: 200 Pier Ave #227, Hermosa Beach, CA 90254, USA
Phone: (424) 327-8880

Firm Size
Assets Under Management: $6.5 billion
# of Advisors: 43
# of Clients: 246
Client to Advisor Ratio: 6:1
Average Account Size: $26.6 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Performance-based Fees
  • Other

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Washington Capital Management Inc Overview

Washington Capital Management Inc is an investment advisory firm that has been in business since 1978. Headquartered in Seattle, WA, the firm offers fee based investment advice to its clients. As a registered investment advisory firm, the company provides investment advice only and does not engage in any trading. The firm offers portfolio management services to individuals, small businesses, and institutional clients alike. Whether you are an individual looking to grow your portfolio, a small business seeking to maximize your investment returns, or an institutional client looking for sophisticated investment solutions, Washington Capitol Management Inc has you covered. The investment strategies employed by the firm are tailored to suit the unique needs and goals of its clients. Washington Capital Management Inc is known for its expertise in managing pooled investment vehicles. The firm employs a disciplined, long-term approach to investing to achieve consistent, long-term returns for its clients. With a focus on risk management and diversification, the firm makes use of a range of investment vehicles to build well-diversified portfolios that are designed to provide strong, long-term returns for its clients.

WASHINGTON CAPITAL MANAGEMENT INC serves a diverse range of clients, from individuals to high net worth individuals, pooled investment vehicles, pension or profit sharing plans, charitable organizations, and other corporation types not listed. With their expertise and commitment to their clients, the firm provides tailored financial solutions that suit their needs and goals. The fee structures available at WASHINGTON CAPITAL MANAGEMENT INC vary depending on the service provided. They offer percentage of assets under management (AUM), hourly, fixed fees, performance-based fees, and other types of fees. The percentage of AUM fee structure is a common option for investment advisory services, wherein fees are calculated as a percentage of the total value of the assets managed. Hourly fees, on the other hand, are billed for the time spent on specific tasks such as financial planning or portfolio management. Fixed fees are set in advance for a specific service or project, while performance-based fees are typically charged when investment returns exceed a predetermined benchmark or threshold. With this range of fee structures, clients can choose the best option that fits their financial goals and needs.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Washington Capital Management Inc, there is no mention of an investment minimum.

How This Office Can Help Hermosa Beach, CA Residents

Washington Capital Management provides comprehensive financial planning services to clients living in Hermosa Beach, CA, to help them achieve their financial goals. We understand that living in a coastal city like Hermosa Beach can come with some unique financial challenges, such as high living costs, fluctuating real estate prices, and unpredictable weather conditions. Our team of financial experts works closely with each client to create a customized investment strategy tailored to their specific needs and goals. We provide investment management, retirement planning, tax planning, and estate planning services that are designed to help our clients maximize their wealth and minimize their financial risks. We also provide ongoing support and guidance, so our clients can stay on track and make informed decisions that help them navigate challenging financial situations. At Washington Capital Management, we are committed to helping our clients in Hermosa Beach, CA, achieve financial stability and success for the long term.

To view the Minimum Investment and Fee Schedule for Washington Capital Management Inc, visit their Part 2 Brochure.

Services Offered by Washington Capital Management Inc

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Washington Capital Management Inc most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Performance-based Fees
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 200 Pier Ave #227, Hermosa Beach, CA 90254, USA
Phone (424) 327-8880
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1200 6TH AVE, SUITE 700, SEATTLE, WA 98101-3123, United States

This firm has no other locations.

State Registrations

Washington Capital Management Inc is registered to service clients in the following states:

  • Alaska
  • California
  • Colorado
  • Massachusetts
  • Nevada
  • Oregon
  • Pennsylvania
  • Washington

Disciplinary History

Washington Capital Management Inc does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs