Charles Lanza
Charles Lanza is a registered investment advisor at Crescent Advisor Group, INC., based in Plano, TX, with 15 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 228 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1000K | 2.00% |
| $1M+ | 2.00% |
Standard fee schedule shown. Alternative Value Advisor Plus program charges 1.0625% for equities and funds, and 0.60% for debt instruments over $100,000. Fees for accounts over $1 million are negotiable.
Fee Estimator
Location
4975 Preston Park Blvd., Suite 820, Plano, TX, 75093
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2018Other Business Activities
Charles is a managing member of Integrity Capital Advisory LLC and Medico PS, LLC, and a partner at Hast Financial Group. He is also a registered representative for Realta Equities, Inc. and an IAR for Crescent Advisors Group.
Employment History
Current Registrations
Crescent Advisor Group, INC.
Realta Equities, INC.
Realta Equities, INC.Broker
Previous Registrations
Titan Securities
Titan SecuritiesBroker
Tpeg Securities, LLCBroker
State Registrations12 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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