Jason Forsythe
Jason Forsythe is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Exton, PA, with 13 years of industry experience. Jason 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
1 East Uwchlan Ave, Suite 302, Exton, PA, 19341
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Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Jason is an agent at Miller's Insurance Agency since 2014, spending about half his time selling life, disability, and long-term care insurance. He also dedicates full-time hours to Secure Planning Group, LLC, a DBA for his LPL business, and about half his time to Wealthcare Advisory Partners, LLC, a registered investment advisor.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations7 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.