Lance Evans
Lance Evans is a registered investment advisor at Northwest Wealth Management, LLC, based in Spirit Lake, IA, with 19 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,128 clients with $1B 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 | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable. Independent managers recommended by the firm generally charge an additional 0.18% to 0.45% annually.
Fee Estimator
Location
1008 18th Street, Spirit Lake, IA, 51360
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Lance is the owner of E & F Investments LLC, involved in commercial and residential real estate development and rental since 2008. He also has ownership stakes in HAMP-HIZZY LLC & WES-BEN and TRIBBY LLC, with no day-to-day responsibilities in either.
Employment History
Current Registrations
Northwest Wealth Management, LLC
Previous Registrations
Edward Jones
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.
Exams
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