Vincent Lapietra
Vincent Lapietra is a registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 27 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
1065 Andrew Drive, West Chester, PA, 19380
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vincent is involved with JCJ Fitness LLC for tax/investment purposes only, with no active business. He is also a Registered Investment Advisor DBA with Sancus Wealth Management, LLC, dedicating nearly full-time hours to this role, and sells non-variable insurance, also dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Independent Financial Partners
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pulse Trading, INC.Broker
Jefferies & Company, INC.Broker
Lehman Brothers INC.Broker
Wasserstein Perella Securities, INC.Broker
Nationsbanc Montgomery Securities LLCBroker
Montgomery SecuritiesBroker
Barclays De Zoete Wedd Securities INC.Broker
Prudential Securities IncorporatedBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 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.