Maria Cacia
Maria Cacia is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Merion Station, PA, with 28 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
Merion Station, PA
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Regulatory History (4)
Judgment / Lien
October 2012Judgment / Lien
August 2009Customer Dispute
August 2008Judgment / Lien
May 2006Other Business ActivitiesSells Insurance
Maria sells fixed insurance, dedicating about 70% of her time to this activity. She is also an insurance agent using a general agency for fixed insurance, and provides investment advisory services through Wealthcare Advisory Partners, spending about half her time on each of these activities.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
MML Investors Services, INC.Broker
Locust Street Securities, INC.Broker
PNC Brokerage CORPBroker
Laughlin Group Advisors, INC.Broker
Mony Securities CORP.Broker
State Registrations8 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.