Phyllis Lancaster
Phyllis Lancaster is a CFP-designated registered investment advisor at Mission Wealth Management, LP, based in Greensboro, NC, with 19 years of industry experience. Phyllis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,341 clients with $17B 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 | 1.50% |
Maximum annual investment management fee is 1.50%. Fees are negotiable and calculated based on portfolio value at quarter end.
Fee Estimator
Location
3608 W. Friendly Ave., Suite 100, Greensboro, NC, 27410
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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 →Other Business ActivitiesSells Insurance
Phyllis sells fixed insurance products including life, disability, annuities, and long-term care, dedicating a few hours per week. She also serves in an advisory role on the board of directors for Anders Group Inc., selling printed materials and promotional items, and is part owner of Triangle Cattle Company, a family livestock business, spending minimal time on each. Phyllis is also a Director-at-Large for Greensboro Estate Planning Council, a volunteer position.
Employment History
Current Registrations
Mission Wealth Management, LP
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Triad Financial Advisors, INC.
Royal Alliance Associates, INC.Broker
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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