Lance Yurich is a registered investment advisor at Research Financial Strategies, based in Chippewa, OH, with 34 years of industry experience. Lance is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 533 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual fees range between 0.50% and 3.00% of assets under management and are negotiable based on account size, asset types, and trading activity.
Fee Estimator
Location
Chippewa, OH
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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 Activities
Lance is the president of a metal fabricating shop, owns Yurich Financial Group, and is an IAR at Reutemann Financial Strategies, Inc. He also serves as a successor trustee/estate administrator for multiple trusts, spending minimal time on each.
Employment History
Current Registrations
Research Financial Strategies
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Artemis Wealth Advisors LLC
Financial America Securities, INC.Broker
State Registrations4 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.