Lance Pearce is a registered investment advisor at Amerity Wealth Management, LLC, based in Winter Haven, FL, with 6 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 750 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 $750K | 2.10% |
| $750K - $2.0M | 1.60% |
| $2M+ | 1.10% |
Rates reflect maximum total annual advisory fees for advisor-directed accounts, including Amerity Wealth's fee and platform fees. Fees are negotiable.
Fee Estimator
Location
301 Third Street NW, Suite 218, Winter Haven, FL, 33881
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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 →Employment History
Current Registrations
Amerity Wealth Management, LLC
Previous Registrations
Pearce Financial
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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