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 Annuities, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,277 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees vary by specific investment strategy and advisor negotiation. Household accounts may qualify for blended fee schedules.
Fee Estimator
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.
Exams
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