Jonathan Wilt is a CFP-designated registered investment advisor at Capital Analysts, based in Marlton, NJ, with 40 years of industry experience. Jonathan 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
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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
Suite 10201, 10000 Sagemore Drive, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2009Customer Dispute
January 2003Customer Dispute
April 1999Other Business Activities
Jonathan is the President of the Board of Directors for Hiway Theater and runs a financial planning practice called Heritage Advisory Group, taking nearly full-time hours. He also holds positions at Huntingdon Valley Country Club, 1725 The Fairway Investments, and Renew Theatres, requiring minimal time.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
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.