William Lacure is a registered investment advisor at The Pension Group, based in Dublin, OH, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 568 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on the value of your portfolio and may range from 0% to 2% annually, depending on the specific third-party program used and the scope of the engagement. For co-advisory or sub-advisory arrangements, the fee is generally 1.5% annually, split between TPG and the third-party manager. In referral arrangements, the third-party manager charges the client, and TPG receives up to 1.0%. Fees may be negotiable. Total fees charged by both parties will not exceed 3% of assets under management per year.
Location
700 Stonehenge Parkway, Suite B, Dublin, OH, 43017
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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
The Pension Group
Previous Registrations
Nationwide Investment Services CorporationBroker
P.J. Robb Variable CorporationBroker
Pacific Select Distributors, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Pacific Select Distributors, INC.Broker
Nationwide Investment Advisors, LLC
Nationwide Investment Services Corporation
Nationwide Investment Services CorporationBroker
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.