VO
CFP

Van Dregge Olmstead

50 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)
Number of Advisors
16 advisors
Number of Clients
183 clients
Average Client Portfolio
$836K average
Assets Under Management
$153.0M

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$100
Financial Plan Fee:$1,500 - $25,000
Hourly Rate:$200/hr

RFL Advisor Program fees are calculated as an annualized percentage of assets under management on a sliding scale and are negotiable. There are three options available: a percentage of AUM, an hourly rate (minimum $200/hour invoiced quarterly), or a fixed fee (invoiced quarterly, semi-annually, or annually). Financial planning fees, if requested, range from $1,500 to $25,000 depending on complexity. The minimum advisory account size is $25,000.

Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Advisor Information

Office location

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

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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 · 9 yrs 11 mos
R. F. Lafferty & Co., INC.
October 2015 - Present · 10 yrs 3 mos
R. F. Lafferty & Co., INC. Broker
October 2015 - Present · 10 yrs 3 mos
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 LLC Broker
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 Incorporated Broker
September 1978 - December 1983 · 5 yrs 3 mos
White, Weld & CO. IncorporatedBroker
December 1975 - September 1978 · 2 yrs 9 mos
State Registrations12 states
AZDEFLMAMDNCNJNYOHPATXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.