Lance Yurich is a registered investment advisor at Research Financial Strategies, based in Rockville, MD, with 34 years of industry experience. 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, Retirement Planning. Their firm serves 580 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFS offers asset management services where they manage your investments based on your financial situation, goals, and risk tolerance. The annual fee for this service ranges from 0.50% to 3.00% of the value of your account. Fees are negotiable based on the account size, types of assets, your financial situation, and trading activity. There is a minimum account size of $50,000, but RFS may make exceptions. Fees are billed quarterly in advance.
Location
2273 Research Blvd, Suite 101, Rockville, MD, 20850-3264
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lance is the president of a metal fabricating shop, owns Yurich Financial Group, and is an IAR at Reutemann Financial Strategies, Inc. He also serves as a successor trustee/estate administrator for multiple trusts, spending minimal time on each.
Employment History
Current Registrations
Research Financial Strategies
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Artemis Wealth Advisors LLC
Financial America Securities, INC.Broker
State Registrations4 states
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.