Lance Pan is a CFA-designated registered investment advisor at Capital Advisors Group, INC, based in Newton, MA, with 22 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 200 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Fees range from 0.01% to 0.15% depending on account size, investment strategy, and portfolio complexity. A minimum quarterly fee of up to $625 may apply.
Fee Estimator
Location
Chatham Center, 29 Crafts Street, Newton, MA, 01770
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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
Capital Advisors Group, INC
State Registrations1 state
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