Roy Deloach
Roy Deloach is a registered investment advisor at Vicus Capital, INC., based in Lakeland, FL, with 21 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,005 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vicus Capital charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the specific strategy you choose. The fee is calculated at the beginning of each month based on the value of your account on the last day of the previous month. The fee is deducted from your account. The Investment Management Fee and IAR fee should not exceed 2.5% of the account’s net asset value.
Location
122 E. Main St, #208, Lakeland, FL, 33801
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2020Other Business ActivitiesSells Insurance
Roy sells fixed insurance products including life, health, disability, annuities, and long-term care. He also works as a financial advisor for Vicus Capital, Inc. and Emerge 180 Wealth Management, dedicating about a quarter of his time to each, and is a board member for Lakeland Senior High Boosters Club, Inc., spending minimal time.
Employment History
Current Registrations
Vicus Capital, INC.
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.