Lance Pan is a CFA-designated registered investment advisor at Capital Advisors Group, INC, based in Newton, MA, 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, Socially Responsible Investing. Their firm serves 236 clients with $23B 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 | 0.15% |
Fees typically range between 0.01 percent and 0.15 percent per year depending on account size, strategy, and complexity. Clients may be assessed a minimum fee of up to $625 per quarter.
Fee Estimator
Location
Chatham Center, 29 Crafts Street, Newton, MA, 01770
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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 →Employment History
Current Registrations
Capital Advisors Group, INC
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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