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About LANCE PARKER WEALTH MANAGEMENT
LANCE PARKER WEALTH MANAGEMENT is a highly reputable wealth management firm that provides expert financial guidance to clients. With a strong background in the financial industry, the team at LANCE PARKER WEALTH MANAGEMENT has the necessary knowledge and expertise to assist clients in meeting their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice based on individual needs and goals
- Offers a wide range of financial services to meet various needs
- Specializes in working with different types of clients
- Transparent about fees and compensation
- Committed to providing comprehensive and ongoing support
Facts and Insights
Here are some important facts and insights about LANCE PARKER WEALTH MANAGEMENT:
- The firm has been in business for 10 years, starting in 2010
- They currently manage over $100 million in assets
- The firm has a team of 5 dedicated and experienced financial advisors
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (USD) | Number of Advisors | Time in Business (Years) |
|---|---|---|
| $100,000,000+ | 5 | 10 |
Financial Services Offered
LANCE PARKER WEALTH MANAGEMENT offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance solutions
Client Types
LANCE PARKER WEALTH MANAGEMENT specializes in working with different types of clients. These include:
- Individuals
- High net worth individuals
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
At LANCE PARKER WEALTH MANAGEMENT, transparency is a top priority. The firm is upfront about its fees and compensation structure, ensuring clients have a clear understanding of what they are paying for. The firm charges a percentage of assets under management as well as a potential performance-based fee. Clients can also choose to pay for services on an hourly basis.
Background
The team at LANCE PARKER WEALTH MANAGEMENT is led by founder and CEO Lance Parker. With over 20 years of experience in the financial industry, Lance has extensive knowledge and expertise in managing wealth and guiding clients towards achieving their financial goals. The firm also has a team of highly skilled and experienced financial advisors who work together to provide the best possible solutions to clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or any disciplinary actions taken against the firm or its advisors. LANCE PARKER WEALTH MANAGEMENT has a clean record with no disciplinary actions taken against them and no conflicts of interest reported.