Lance Howard is a registered investment advisor at Wealth Teams Alliance, based in Bakersfield, CA, with 16 years of industry experience. Lance 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 780 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Teams Alliance offers investment management services where fees range from 0.60% to 1.10% annually, based on the value of your portfolio. The exact fee depends on factors like the representative assigned, the amount invested, the complexity of the engagement, and the number of meetings. Financial planning services may increase the advisory fee. Fees are paid quarterly, in advance, and are debited directly from client accounts. There is no minimum account size requirement.
Location
5401 Business Park S., #112, Bakersfield, CA, 93309
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Regulatory History (1)
Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Lance is the president of Lance Howard Insurance Services, Inc., spending more than half of his time on this business. He is also an Investment Advisor Representative (IAR) with Gradient Advisors, LLC since 2011.
Employment History
Current Registrations
Wealth Teams Alliance
Howard Financial
Previous Registrations
Gradient Advisors, LLC
Strategic Advisors Alliance, LLC
Gradient Advisors, LLC
Gradient Investments, LLC
State Registrations2 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.