Lance Palmer is a CFP-designated registered investment advisor at Elwood & Goetz, based in Athens, GA, with 15 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 603 clients with $810M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Clients with managed portfolios under $420,000 will incur an effective higher annual fee than the table above due to the $350 monthly minimum.
687 S Milledge Ave, Athens, GA, 30605
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Learn about disclosures →Lance is a co-owner of CPG2, LLC, a consulting/writing business. He also owns Jacob 219, LLC, a food franchise, and is a faculty member with the University of Georgia.
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