Lance Arnold is a registered investment advisor at Reliance Asset Management LLC, based in Davison, MI. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Fees vary by portfolio type: Strategic, Tactical, Allocation & Defined Outcome portfolios charge 1.70% total; Private Wealth portfolios charge 1.50% total; Preservation portfolios charge 1.00% total. Fees are negotiable and subject to a $15 quarterly technology service fee per account.
Fee Estimator
Location
7384 Davison Rd, Davison, MI, 48423
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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 →Employment History
Current Registrations
Reliance Asset 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.
Exams
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