John Blanchard
John Blanchard is a registered investment advisor at Capital Analysts, based in Braintree, MA, with 30 years of industry experience. John 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
35 Braintree Hill Office Park, Suite 204, Braintree, MA, 02043
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2018Customer Dispute
June 2012Other Business ActivitiesSells Insurance
John works in sales and service for Triple V, Inc. dba Marshall Wealth Management, offering life insurance, long-term care, and fixed annuities since 2017, dedicating about 10-20% of his time.
Employment History
Current Registrations
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Baystate Wealth Management
Metlife Securities INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Transamerica Financial Advisors, INCBroker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
New England SecuritiesBroker
New England SecuritiesBroker
New England SecuritiesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.