Lance Spencer is a CFP-designated registered investment advisor at Prosper Private Wealth, based in Provo, UT, with 35 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 50 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosper Private Wealth charges a fee based on the value of your investments. The maximum annual fee is 2.00%. PPW may negotiate fees and waive the minimum account size at their discretion. The fee is calculated monthly, based on the average daily balance of the account.
Location
Provo, UT
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Regulatory History (1)
Customer Dispute
August 2024Employment History
Current Registrations
Prosper Private Wealth
Previous Registrations
Summit Global Investments, LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.