Barton Wagstaff is a CFP-designated registered investment advisor at Capita Financial Network, LLC, based in Draper, UT, with 14 years of industry experience. Barton 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 2,561 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capita Financial Network charges a percentage of the value of your portfolio each year, paid quarterly. The fees generally range from 1% to 1.75% annually, but may be negotiable. Clients with multiple accounts may be charged different rates for each account. Clients may pay different fees for accounts with the same or similar objectives.
Location
14658 S. Bangerter Pkwy, Ste 300, Draper, UT, 84020
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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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Barton owns residential rental properties and handles property maintenance, dedicating minimal time. He also has a personal holding entity, M3 Wealth LLC, requiring minimal time.
Employment History
Current Registrations
Capita Financial Network, LLC
Previous Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Goldman, Sachs & CO.Broker
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.