Lance Hope-Gill is a CFP-designated registered investment advisor at Signature Resources LLC, based in Fuquay Varina, NC, with 20 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 40 clients with $84M 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 | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
Fuquay Varina, NC
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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 →Other Business Activities
Lance works as a Fiduciary Officer and Investment Analyst at United Community Bank in Orlando, Florida. This activity takes nearly all of Lance's time.
Employment History
Current Registrations
Signature Resources LLC
Previous Registrations
Seaside Capital Management
Charter Investment Advisors INC
State Registrations2 states
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