Charles Lanza is a registered investment advisor at Crescent Advisor Group, INC., based in Plano, TX, with 14 years of industry experience. Charles 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 228 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crescent Advisor Group's (CAG) investment management fees are based on a percentage of your portfolio's value. There are two fee schedules:
- Value Advisor Plus:
- Equity/Funds: 1.0625% annually
- Debt Instruments (over $100k): 0.60% annually
- Standard Fees:
- $0 - $249,999.99: 2.50% annually
- $250,000.00 - $499,999.99: 2.25% annually
- $500,000.00 - $999,999.99: 2.00% annually
- Over $1,000,000.00: Negotiable
CAG may maintain a Limited Power of Attorney for Managed Accounts for the purposes of directing and or otherwise effecting investments on behalf of Managed Accounts, for the direct payment of CAG's fees, and for other charges incurred by the Managed Account.
Location
4975 Preston Park Blvd., Suite 820, Plano, TX, 75093
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2018Other Business Activities
Charles is a managing member of Integrity Capital Advisory LLC and Medico PS, LLC, and a partner at Hast Financial Group. He is also a registered representative for Realta Equities, Inc. and an IAR for Crescent Advisors Group.
Employment History
Current Registrations
Crescent Advisor Group, INC.
Realta Equities, INC.
Realta Equities, INC.Broker
Previous Registrations
Titan Securities
Titan SecuritiesBroker
Tpeg Securities, LLCBroker
State Registrations12 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.