Steven Lachance is a registered investment advisor at Lachance Wealth Partners, based in Shaker Heights, OH, with 1 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.87% |
Fees are negotiable. The fee schedule includes the Outside Manager’s fee, if LWP utilizes an Outside Manager.
Fee Estimator
Location
Shaker Heights, OH
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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
Steven is the President of Discernr Inc., a management consultancy, since 2020. He spends about 10-20% of his time on duties including client meetings, reports, and strategic reviews.
Employment History
Current Registrations
Lachance Wealth Partners
Previous Registrations
Hd Vest Investment ServicesBroker
State Registrations1 state
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