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CFP
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CFP

Van Olmstead

R. F. Lafferty & CO., INC.
50 Years of Experience
Chadds Ford, PA
Broker
View SEC Summary
View SEC Summary

Van Olmstead is a CFP-designated registered investment advisor at R. F. Lafferty & CO., INC., based in Chadds Ford, PA, with 50 years of industry experience. Van is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 125 clients with $130M in assets under management.

R. F. Lafferty & CO., INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
125 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$129.8M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $500K2.50%
$500K - $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.5M1.50%
$2.5M+1.25%

All fees are negotiable. Fees for accounts over $5,000,000 are fully negotiable. Minimum advisory account size is $25,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

225 Wilmington West Chester Pike, Suite 200, Chadds Ford, PA, 19317

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
R. F. Lafferty & CO., INC.
February 2016 - Present · 10 yrs 8 mos
R. F. Lafferty & CO., INC.
October 2015 - Present · 11 yrs
R. F. Lafferty & CO., INC.Broker
October 2015 - Present · 11 yrs
Previous Registrations
Fulcrum Securities, LLCBroker
September 2010 - February 2016 · 5 yrs 5 mos
Fulcrum Advisory Services, LLC
September 2010 - February 2016 · 5 yrs 5 mos
Janney Montgomery Scott LLC
August 2005 - October 2010 · 5 yrs 2 mos
Janney Montgomery Scott LLCBroker
May 2001 - October 2010 · 9 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1989 - May 2001 · 12 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
November 1983 - February 1989 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - December 1983 · 5 yrs 3 mos
White, Weld & CO. IncorporatedBroker
December 1975 - September 1978 · 2 yrs 9 mos
State Registrations14 states
AZCADEFLKYMAMDNCNJNYOHPATXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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