John Norton
John Norton is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Blue Bell, PA, with 48 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
660 Sentry Parkway, Suite 102, Blue Bell, PA, 19422
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 1990Other Business ActivitiesSells Insurance
John sells life, health, disability, and long-term care insurance products with various insurance companies, dedicating minimal time to this activity. He also sells life and medical supplement insurance products as a sole proprietor, dedicating minimal time to this as well.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Summit Equities, INC.Broker
Cigna Securities, INC.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.