Jana Lockhart is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Chico, CA, with 8 years of industry experience. Jana 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
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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
669 Palmetto Ave, Suite J, Chico, CA, 95926
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jana operates FocalPoint Wealth Management as a DBA for her LPL business since May 2022. She also provides investment advisory services through Wealthcare Advisory Partners LLC, spending approximately 60 hours per month on this activity.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Next Financial Group, INC.Broker
State Registrations3 states
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