Neil Lance
Neil Lance is a registered investment advisor at Advanced Advisor Group, LLC, based in Cambridge, MN, with 28 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $210K | 1.04% |
| $210K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.60% |
Fixed Income and Cash Management Accounts include a limited selection of investments, such as CDs, money market accounts, and certain preapproved, limited funds. If the account contains investments outside of these options, the standard fee schedule applies. The fee schedule for fixed income and cash management accounts is: $0 to $99,999: 0.60%, $100,000 and higher: 0.36%
Fee Estimator
Location
1995 East Rum River Drive S, Cambridge, MN, 55008
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2023Employment History
Current Registrations
Advanced Advisor Group, LLC
Efs Advisors
Advanced Advisor Group, LLC
Advanced Advisor Group, LLCBroker
Previous Registrations
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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.