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Roshelle Limoncelli

Van Hulzen Financial Advisors
21 Years of Experience
El Dorado Hills, CA
View SEC Summary
View SEC Summary

Roshelle Limoncelli is a registered investment advisor at Van Hulzen Financial Advisors, based in El Dorado Hills, CA, with 21 years of industry experience. Roshelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Estate Planning, and 7 more. Their firm serves 1,499 clients with $2.1B in assets under management.

Van Hulzen Financial Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,499 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum fee is 1.50% for wealth management, equity, fixed income, and ERISA services, and 1.75% for asset allocation and model portfolios. Fees are negotiable based on account size and scope of services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4370 Town Center Blvd., Suite 220, El Dorado Hills, CA, 95762

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Van Hulzen Financial Advisors
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
LPL Financial LLC
October 2016 - September 2017 · 11 mos
LPL Financial LLCBroker
May 2015 - September 2017 · 2 yrs 4 mos
Wachovia Securities, LLC
July 2004 - May 2005 · 10 mos
Wachovia Securities, LLCBroker
July 2003 - May 2005 · 1 yr 10 mos
Prudential Securities IncorporatedBroker
June 2002 - July 2003 · 1 yr 1 mo
Banc of America Securities LLCBroker
November 1999 - March 2002 · 2 yrs 4 mos
Dean Witter Reynolds INC.Broker
May 1998 - December 1999 · 1 yr 7 mos
Wm Financial Services, INC.Broker
July 1997 - July 1997 · 0 mos
Asb Financial ServicesBroker
November 1994 - July 1997 · 2 yrs 8 mos
Painewebber IncorporatedBroker
July 1994 - December 1994 · 5 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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