John Fiorito
John Fiorito is a registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 22 years of industry experience. John 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
1065 Andrew Drive, West Chester, PA, 19380
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Regulatory History (1)
Customer Dispute
December 2005Other Business ActivitiesSells Insurance
John is involved in insurance sales, which is considered a non-investment related activity. This takes about 10-20% of his time.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Rmr Wealth Management
Dinosaur Financial Group, L.L.CBroker
Private Client Services, LLCBroker
Woodbury Financial Services, INC.Broker
1717 Capital Management CompanyBroker
State Registrations1 state
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.