Lance Stonecypher is a CFA-designated registered investment advisor at Raymond Capital Advisors, LLC, based in Sarasota, FL, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $29M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fee schedule is for equities only strategies. For blended assets strategies, the fee schedule is: First $1 million: 0.80%, Next $4 million: 0.65%, Over $5 million: 0.50%. A minimum fee of $2,500 applies.
Fee Estimator
Location
Sarasota, FL
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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.
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Lance manages an LLC owned by his IRA for holding private equity and commercial real estate partnerships since 2014. He dedicates minimal time to this activity and is exploring option trading.
Employment History
Current Registrations
Raymond Capital Advisors, LLC
Previous Registrations
Ned Davis Research Group
State Registrations2 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.