Lantz Berets is a registered investment advisor at Berets Financial Services LLC, based in Olympia, WA, with 5 years of industry experience. Lantz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 17 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Olympia, WA
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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
Lantz teaches music lessons (bassoon) in his home, a business he has operated since 2002. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Berets Financial Services LLC
State Registrations1 state
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