Michael Maffei is a registered investment advisor at Capital Analysts, based in Voorhees, NJ, with 24 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
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 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.
Exams
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