Lance Howard
Lance Howard is a registered investment advisor at Wealth Teams Alliance, based in Bakersfield, CA, with 17 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 812 clients with $220M 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 | 1.10% |
Annual advisory fees generally range from 0.60% to 1.10% based on assets under management, and the maximum annual fee will not exceed 1.50%. Fees vary based on factors such as the assigned representative, portfolio size, complexity, and negotiations.
Fee Estimator
Location
5401 Business Park S., #112, Bakersfield, CA, 93309
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Lance is the president of Lance Howard Insurance Services, Inc., spending more than half of his time on this business. He is also an Investment Advisor Representative (IAR) with Gradient Advisors, LLC since 2011.
Employment History
Current Registrations
Wealth Teams Alliance
Howard Financial
Previous Registrations
Gradient Advisors, LLC
Strategic Advisors Alliance, LLC
Gradient Advisors, LLC
Gradient Investments, LLC
State Registrations2 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.
Exams
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