Lantz Bowman is a CFP-designated registered investment advisor at Precedent Wealth Partners, LLC, based in Houston, TX, with 17 years of industry experience. Lantz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 201 clients with $690M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable for accounts or relationships over $10 million. Household accounts may be combined to determine the applicable fee tier.
Fee Estimator
Location
1800 West Loop South, Suite 1400, Houston, TX, 77027
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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 →Employment History
Current Registrations
Precedent Wealth Partners, LLC
Previous Registrations
Advisors Capital Management, LLC
Linscomb & Williams
Linscomb & Williams
Ronald Blue & CO., LLC
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.
Exams
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