Lance Jorgensen is a registered investment advisor at Regents Partners, LLC, based in Farmington, UT, with 3 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 405 clients with $170M 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 | 1.00% |
Fees are generally negotiable. For clients in private funds, Regents Partners, LLC charges an annual management fee of 2% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Location
Farmington, UT
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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 ActivitiesSells Insurance
Lance is a licensed life insurance agent and receives commissions for the policies he sells.
Employment History
Current Registrations
Regents Partners, LLC
Previous Registrations
Foresight Wealth Management, LLC
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.