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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 964 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellfull manages investments, typically using a financial plan to guide decisions. If there's no plan, they'll use a risk assessment. They manage accounts on a discretionary basis, meaning they don't need your approval for each trade. Fees range from 0% to 2% per year of the value of your investments. The specific fee depends on the size of your account, complexity, and the amount of financial planning work needed. In limited cases, a fixed annual fee may be determined for asset management and/or ongoing financial planning services. There is a minimum fee of between $45 and $60 per year for smaller related accounts.
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.
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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, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
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.