Lance Marcus
Lance Marcus is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Westlake Village, CA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
2815 Townsgate Rd, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2003Customer Dispute
November 2002Other Business Activities
Lance owns rental property since 2016, dedicating minimal time to it. Lance is also associated with Spencer Marcus and Lance Marcus JTWROS, spending minimal time on it.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations41 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.