Lisa Pace is a ChFC-designated registered investment advisor at Edward Jones, based in Sanford, NC, with 32 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
603 Carthage Street Suite 110, Sanford, NC, 27330
Get directionsHistory
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
Lisa is a 25% partner in Storm All-Star Cheerleading, LLC, an all-star cheerleading gym. She coaches a team after business hours, dedicating minimal time and taking no income.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Centura Securities, INC.Broker
State Registrations19 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.
Exams
More Advisors
- Leigh Harris, CFPEdward Jones
- Dargan Moore, CFPEdward Jones
- James Mitchell, CFPEdward Jones
- Amber KiddEdward Jones
- Milton West, CFPWest Financial Strategies, INC.
- Miller Robins, CFP