Lance Parker Wealth Management (LPWM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. LPWM also offers financial planning services, including investment planning, insurance, tax concerns, retirement planning, college planning, and debt/credit planning. LPWM generally limits its investment advice to mutual funds, equities, bonds, ETFs, real estate, REITs, insurance products, and government securities.
Assets Under Management$31M
Clients72
Advisors1
Avg. per Client$430K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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