James Verros
James Verros is a CFP-designated registered investment advisor at Capital Analysts, based in Horsham, PA, with 44 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
5 Walnut Grove Drive, Suite 240, Horsham, PA, 19044
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business ActivitiesSells Insurance
James is a co-trustee for a GST trust and an irrevocable life insurance trust, spending minimal time on investment portfolio review and insurance premium payments. He also works nearly full-time as a sole proprietor providing tax preparation services and spends minimal time as a 50% owner of Axeon Development LLC, a land development company.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Lincoln Investment Planning, INC.Broker
First Investors CorporationBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.