Douglas Clelan
Douglas Clelan is a ChFC-designated registered investment advisor at Vicus Capital, INC., based in Camp Hill, PA, with 50 years of industry experience. Douglas 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 6,005 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vicus Capital charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the specific strategy you choose. The fee is calculated at the beginning of each month based on the value of your account on the last day of the previous month. The fee is deducted from your account. The Investment Management Fee and IAR fee should not exceed 2.5% of the account’s net asset value.
Location
210 Grandview Ave., Ste 101, Camp Hill, PA, 17011
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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
Douglas is an independent insurance agent selling various insurance products since 1989 and also works as an investment advisor representative for Vicus Capital, Inc., dedicating nearly full-time hours. He also analyzes retirement plans, works as a financial advisor for Clelan and Company, and sells life settlements.
Employment History
Current Registrations
Vicus Capital, INC.
Previous Registrations
Cetera Wealth Services, LLCBroker
Walnut Street Securities, INC.Broker
1717 Capital Management CompanyBroker
Sma Equities, INC.Broker
Jefferson-Pilot Investor Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
Pml Securities CompanyBroker
State Registrations2 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.