Vincent Delfranco
Vincent Delfranco is a ChFC-designated registered investment advisor at Lifetyme Financial Advisors, LLC, based in Scottsdale, AZ, with 31 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.99% |
| $4M+ | 0.99% |
LTFA acts as a co-advisor with Matson Money. Matson Money also charges a fee of 0.50% per year. The total fees will not exceed 1.49% annually. Fees are negotiable.
Fee Estimator
Location
14362 N. Frank Lloyd Wright Blvd., Suite 1240, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Regulatory
September 2015Other Business ActivitiesSells Insurance
Vincent is the CEO/Licensed Insurance Agent for Allstar Financial Group, LLC, and a Member/Insurance Agent for Lifetyme Financial Group, LLC, both involving insurance product sales and services. He is also a Member of Lifetyme Financial, LLC, a marketing and recruiting company; each of these activities takes about a quarter of Vincent's time.
Employment History
Current Registrations
Lifetyme Financial Advisors, LLC
Previous Registrations
Brokers International Financial Services, LLC
Brokers International Financial Services, LLC.Broker
Investment Advisors International, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
Foresters Equity Services, INC.Broker
State Registrations12 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.