Thomas Watkins is a registered investment advisor at Capital Analysts, based in Horsham, PA, with 43 years of industry experience. Thomas 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
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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.