Jon Walheim
Jon Walheim is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Havertown, PA, with 19 years of industry experience. Jon 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
40 West Eagle Road, Havertown, PA, 19083
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon is a CPA affiliate with The Walheim Group, providing accounting and tax preparation services full-time. He also refers business to Carter Shevlin and Assoc. for non-variable insurance and spends about 10-20% of his time on residential rental real estate through Walheim Real Estate Investments, LLC. Additionally, Jon is an IAR with Wealthcare Advisory Partners, LLC, spending about a quarter of his time providing investment advisory services.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Private Advisor Group, LLC
State Registrations5 states
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