Lloyd Engleman is a registered investment advisor at Accelerate Retirement, based in Corona, CA, with 25 years of industry experience. Lloyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 916 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accelerate Investment Advisors manages investment portfolios for clients, charging a fee based on the value of the assets in the account. The maximum annual fee is 1.50%, but fees are negotiated on a per-client basis. There is a minimum account balance of $25,000, though exceptions may apply to employees and relatives of Accelerate or existing clients. Fees are collected quarterly in arrears and are automatically deducted from the client's account.
Location
4160 Temescal Canyon Road, Suite 214, Corona, CA, 92883
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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
Lloyd is an insurance broker for Backnine Insurance, providing fixed insurance products to clients, dedicating a few hours per week. He also serves as a board member for Victoria Club/Country Club, spending minimal time on board matters.
Employment History
Current Registrations
Accelerate Retirement
Previous Registrations
Kestra Investment Services, LLCBroker
NFP Retirement INC.
Triad Advisors LLCBroker
Resources Investment Advisors
LPL Financial LLC
Independent Financial Partners
LPL Financial LLCBroker
Nrp Financial, INC.Broker
Financial Telesis INCBroker
Intersecurities, INC.Broker
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.