Roshelle Limoncelli
Roshelle Limoncelli is a registered investment advisor at Van Hulzen Financial Advisors, based in El Dorado Hills, CA, with 20 years of industry experience. Roshelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,380 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Van Hulzen Financial Advisors offers investment management services where fees are calculated as a percentage of the value of your portfolio. The maximum fee is 1.50%, but the actual fee is negotiable based on the complexity of your situation. This fee covers various investment strategies, including equity, fixed income, and asset allocation programs. Fees are billed quarterly.
Location
4370 Town Center Blvd., Suite 220, El Dorado Hills, CA, 95762
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Van Hulzen Financial Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Banc of America Securities LLCBroker
Dean Witter Reynolds INC.Broker
Wm Financial Services, INC.Broker
Asb Financial ServicesBroker
Painewebber IncorporatedBroker
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.