Lance Clauson is a registered investment advisor at Wellth Advisory Services, LLC, based in Shorewood, IL, with 22 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 2,383 clients with $24B 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 | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Shorewood, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Lance is an investment advisor representative (IAR) with Strategic Retirement Partners, providing investment advisory services and retirement plan consulting, taking about half of Lance's time. He is also the Director of Retirement Plan Services at Group Benefits, Ltd., focusing on business development and marketing, also taking about half of Lance's time.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Visionpoint Advisory Group
LPL Financial LLC
LPL Financial LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Vsr Financial Services, INC.Broker
Nylife Securities INC.Broker
State Registrations4 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.