Lance Ray
Lance Ray is a CFP-designated registered investment advisor at Bellwether Investment Group, LLC, based in Holly Springs, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 313 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual investment advisory fee is negotiable up to 2.00%. Financial planning is generally included for investment management clients.
Fee Estimator
Location
Holly Springs, NC
Get directionsHistory
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 ActivitiesSells Insurance
Lance is involved in fixed insurance sales, including life and health (DI), and LTC (non-variable), dedicating a few hours per week. He also has rental income from leasing a residence and farmland, which takes minimal time.
Employment History
Current Registrations
Bellwether Investment Group, LLC
Previous Registrations
Cantella & CO., INC.
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.
Exams
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