Lance Williams
Lance Williams is a registered investment advisor at Newsong Capital Management, INC., based in Hattiesburg, MS, with 21 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 142 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewSong Capital Management charges an annual fee of up to 1.50% of the value of your portfolio. This fee is negotiated with each client based on factors like the amount of assets managed and the services provided. Fees are billed monthly in arrears, and you can choose to have them deducted from your account or pay via invoice.
Location
10 Bellegrass Blvd, Hattiesburg, MS, 39402
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 owns rental real estate since 2011 and is involved in commercial spear fishing on weekends. He also sells various insurance products, including life, LTC, disability, fixed annuities, and health insurance, and has a contract to write life insurance with Mass Mutual, dedicating about 10-20% of his time to insurance-related activities.
Employment History
Current Registrations
Newsong Capital Management, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations6 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.