Thomas Watkins is a registered investment advisor at Capital Analysts, based in Horsham, PA, with 43 years of industry experience. Thomas 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
5 Walnut Grove Drive, Suite 240, Horsham, PA, 19044
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Regulatory History (1)
Customer Dispute
November 2018Other Business Activities
Thomas serves on the Board of Trustees for Spring Side Chestnut Hill Academy, participating in the 403b Investment and audit committees, dedicating minimal time. He is also a committee member for the John McKee Scholarship Committee, spending minimal time reviewing scholarship applications.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
State Registrations13 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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