Virginia Harriett
Virginia Harriett is a CFP-designated registered investment advisor at Capital Analysts, based in Marlton, NJ, with 44 years of industry experience. Virginia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
Suite 10201, 10000 Sagemore Drive, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Virginia owns two short-term rental properties and is on the local board of directors for a professional group. She also sells fixed annuities for Oxford Life, is the Chair of her church's Administrative Council, and is the executrix of an estate, dedicating minimal time to each of these activities except for the estate, which takes a few hours per week.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
First Investors CorporationBroker
State Registrations15 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.
Exams
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