Lance Mccubbins
Lance Mccubbins is a registered investment advisor at F2f Retirement, LLC, based in Tooele, UT, with 24 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 351 clients with $37M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K+ | 1.50% |
Management fee may be negotiable to compete with other advisory companies and offers discounts to select friends, employees, and family.
Fee Estimator
Location
185 N Main St, Ste 601, Tooele, UT, 84074
Get directionsHistory
Regulatory History (1)
Regulatory
December 2001Other Business ActivitiesSells Insurance
Lance is a licensed insurance agent in Utah and Idaho, selling life insurance, annuities, long-term care, and health policies. He owns L7 Insurance since 2017 and spends a few hours per week on this business.
Employment History
Current Registrations
F2f Retirement, LLC
Previous Registrations
Brokersxpress LLC
Brokersxpress LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Edward Jones
Edward JonesBroker
MML Investors Services, INC.Broker
MML Investors Services, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Wma Securities, INC.Broker
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.