Kevin Lancey is a registered investment advisor at Roschman Capital Advisors, LLC, based in Fort Lauderdale, FL, with 9 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 16 clients with $2M 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 | 1.75% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $30.0M | 0.75% |
| $30.0M - $40.0M | 0.65% |
| $40M+ | 0.55% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
6300 NE 1st Ave, Suite 200, Fort Lauderdale, FL, 33334
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kevin is involved with two businesses: Triple R. Associates, Ltd, a real estate investment and management firm where he spends nearly full-time on accounting and administrative activities, and Apple Real Estate and Financial Services, LLC, a real estate brokerage where he is the sole managing member and spends minimal time.
Employment History
Current Registrations
Roschman Capital Advisors, LLC
State Registrations1 state
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