Vincent Lafata
Vincent Lafata is a registered investment advisor at Navy Federal Investment Services, LLC, based in Goodyear, AZ, with 5 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,406 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navy Federal Investment Services (NFIS) offers investment management through various third-party portfolio managers. Fees are calculated as a percentage of the assets managed and do not exceed 1.75% annually. The exact fee varies depending on the services provided, the parties involved, and the types of investments. Different clients in the same program may pay different fees. NFIS also offers a Digital Investor Automated Portfolios product for a fixed fee of $3.50 per month.
Location
15420 West McDowell Rd, Goodyear, AZ, 85395
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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
Vincent receives residual income from insurance policies through Family First Life, where he is a former life insurance broker. He also works as a driver for Lyft and Uber, donates plasma, and is an Amazon Flex driver, dedicating about 10-20% of his time to Lyft, a few hours per week to Uber and plasma donation, and minimal time to Amazon Flex.
Employment History
Current Registrations
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
USAA Investment Services CompanyBroker
USAA Investment Services Company
USAA Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations5 states
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