Lance Norquest is a registered investment advisor at Bellwether Wealth, based in Lincoln, NE, with 11 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 500 clients with $680M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.82% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.63% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.38% |
Minimum fee is $3,125. Fees may be negotiable. AUM excludes any non-managed assets held in a managed account.
Fee Estimator
Location
140 North 8th Street, Suite 210, Lincoln, NE, 68058
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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 Activities
Lance is a manager and handles operations and compliance at Bellwether Advisors, LLC, a registered investment advisor (RIA). This work takes nearly full-time hours.
Employment History
Current Registrations
Bellwether Wealth
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
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