Lance Newsome
Lance Newsome is a CFP-designated registered investment advisor at Newcorp Wealth Management, based in Alpharetta, GA, with 26 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 208 clients with $180M 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 $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.05% |
Fees are negotiable based on factors such as account size and related household accounts.
Fee Estimator
Location
11720 Amberpark Drive, Suite 170, Alpharetta, GA, 30009
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 independent insurance sales, offering life, annuity, long-term care, and disability insurance products since 2014. He also owns rental property in Georgia since 2020, dedicating a few hours per week to this non-investment-related activity.
Employment History
Current Registrations
Newcorp Wealth Management
Previous Registrations
Maryland Financial Group, INC.
LPL Financial LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
PFS Investments INC.Broker
State Registrations3 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.