Gaurav Lall is a registered investment advisor at Vcp Financial LLC, based in Staten Island, NY, with 22 years of industry experience. Gaurav operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 411 clients with $140M 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 $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable depending on the client's needs and complexity.
Fee Estimator
Location
2535 Victory Boulevard, Staten Island, NY, 10314
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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
Gaurav is the co-founder/managing partner of Life 143, LLC, selling life and health insurance, dedicating a few hours per week. He is also the co-founder/managing partner of Vessel Capital Management, LLC, Vessel Capital Partners, LLC, and Vessel Capital Advisors, spending about half of his time on client portfolio management.
Employment History
Current Registrations
Vcp Financial LLC
Previous Registrations
Sterne Agee Asset Management, INC.
SA Stone Wealth Management INC.Broker
Synergy Investment Group, LLC
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
Reuven Enterprises Securities Division, LLCBroker
Kovack Securities INC.Broker
State Registrations26 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.