Lance Helfert is a registered investment advisor at 15 Equity, based in Santa Barbara, CA, with 10 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 100 clients with $120M 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 | 2.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
10 East Yanonali Street, Suite 109, Santa Barbara, CA, 93101
Get directionsHistory
Regulatory History (1)
Regulatory
December 2013Other Business Activities
Lance is a member of Montecito Venture Partners, LLC (since 2004) and Twenty2 LLC (since 2018). He also serves as a trustee for The LB Living Trust (since 2013) and the HC Irrevocable Trust (since 2000).
Employment History
Current Registrations
15 Equity
Previous Registrations
Lucia Capital Group
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.