Louis Deppas
Louis Deppas is a registered investment advisor at Capital Analysts, based in Lakewood, NY, with 37 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
110 Mall Blvd., Lakewood, NY, 14750
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other Business ActivitiesSells Insurance
Louis owns Louis A Deppas Enterprises Inc. for income tax preparation, manages Deppas Services Inc. as a financial practice full-time, and owns Complete Medicare Services selling Medicare plans. He also owns Deppas Insurance Agency LLC but is not licensed to sell property and casualty insurance.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Equities CorporationBroker
Legend Capital CorporationBroker
State Registrations27 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.