Lisa Stanford
Lisa Stanford is a registered investment advisor at Money Concepts Advisory Service, based in Boonville, NY, with 18 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B 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 | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
Boonville, NY
Get directionsHistory
Regulatory History (3)
Judgment / Lien
October 2025Judgment / Lien
March 2025Judgment / Lien
August 2015Other Business Activities
Lisa owns Virtually Yours LLC, providing virtual administrative assistance, taking up the majority of her time outside of securities hours. She also holds various other positions, including Secretary for the Boonville Area Chamber of Commerce, employee at Flack Broadcasting, owner of DJ Unicorn Chaos, employee at Pantheon Perspective LLC, and employee at Spirit Animal Sanctuary, each requiring minimal time commitment.
Employment History
Current Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Previous Registrations
Money Concepts Advisory Service
State Registrations1 state
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