Lance Rosina is a registered investment advisor at Wellfull, based in Harleysville, PA, with 11 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 801 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.00% to 2.00% annually and are negotiable based on account size, complexity, and ongoing planning needs.
Fee Estimator
Location
272 Ruth Road, Harleysville, PA, 19438
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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 Activities
Lance is a board member for the Fellowship of Christian Athletes, setting up groups on school campuses and providing oversight to Bucks County FCA groups. This affiliation, which started in 2017, requires minimal time.
Employment History
Current Registrations
Wellfull
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Girard Partners LTD.
Univest Investments, INC.
Univest Investments, INC.Broker
State Registrations1 state
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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