Lance Evans is a registered investment advisor at Northwest Wealth Management, LLC, based in Spencer, IA, with 19 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,022 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Minimum quarterly fee of $250. Independent Manager fees range from 0.18 - 0.45% annually and are in addition to NWM's fee.
Fee Estimator
Location
1607 W. 18th Street, Spencer, IA, 51301
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Lance is the owner of E & F Investments LLC, involved in commercial and residential real estate development and rental since 2008. He also has ownership stakes in HAMP-HIZZY LLC & WES-BEN and TRIBBY LLC, with no day-to-day responsibilities in either.
Employment History
Current Registrations
Northwest Wealth Management, LLC
Previous Registrations
Edward Jones
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.