John Norton
John Norton is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Blue Bell, PA, with 49 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.
Fee Estimator
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.
Exams
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