Lance Jones is a CFP-designated registered investment advisor at Spc, based in Omaha, NE, with 24 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,881 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SPC offers investment management through the SIGMA Managed Account program. Clients pay an annual account management fee based on a percentage of their account assets. The fee includes a program fee and the IAR's compensation. For example, if your account AUM is $1,500,000, the first $500,000 is billed at 2.50%, the next $250,000 at 1.75%, the next $250,000 at 1.50%, and the remaining $500,000 at 1.25%. The maximum annual advisory fee is 2.5%. The program fee is 0.15% on all assets. There is a $30 minimum annual program fee.
SPC also offers direct-at-fund programs where clients pay an annual asset-based investment management fee of 0.5%.
Location
310 Regency Parkway, Suite 140, Omaha, NE, 68114
Get directionsHistory
Regulatory History (1)
Criminal
February 1990Other Business ActivitiesSells Insurance
Lance sells life and health insurance through Midland National Life. He also participates in the Archbishops Committee on Development and is the President and Board member of Police Athletics for Community Engagement (PACE) in Omaha, NE.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
State Registrations13 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.