Michael Maffei is a registered investment advisor at Capital Analysts, based in Voorhees, NJ, with 23 years of industry experience. Michael 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
2 Sheppard Road, Suite 301, Voorhees, NJ, 08043
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Regulatory History (1)
Financial
December 2023Other Business Activities
Michael works part-time as a salesperson for America Supply Inc., a wholesale linen supplier to hotels and industrial laundries. This takes about a quarter of his time and is not investment-related.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Metlife Securities INC.Broker
Countrywide Investment Services, INC.Broker
Usallianz Securities, INC.Broker
Park Avenue Securities LLCBroker
Bear, Stearns Securities CORP.Broker
Bear, Stearns & CO. INC.Broker
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.