Lance Reising
Lance Reising is a registered investment advisor at Investors Asset Management of Georgia INC, based in Atlanta, GA, with 14 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 511 clients with $400M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable in special circumstances.
Fee Estimator
Location
7000 Peachtree Dunwoody Road, Bldg 9 Suite 200, Atlanta, GA, 30328
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 Activities
Lance serves as the Treasurer for the Lutheran Church of the Resurrection, managing existing financial operations. This requires a few hours per week, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Investors Asset Management of Georgia 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.