Jason Levine is a CFP-designated registered investment advisor at Capital Analysts, based in Danvers, MA, with 23 years of industry experience. Jason 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
7 Federal Street, Suite 31, Danvers, MA, 01923
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jason is a board member for the non-profit organization My Brother's Table, dedicating minimal time. He is also a managing member of MTH Community Advisors LLC, which serves as a conduit for commissions earned from Lincoln Investment, taking nearly full-time.
Employment History
Current Registrations
Capital Analysts
Lincoln InvestmentBroker
State Registrations6 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.