Lance Beckman is a CFP-designated registered investment advisor at Clearwealth, based in Burlington, IA, with 12 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, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 145 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ClearWealth charges a percentage of the value of your portfolio each year. The rate decreases as the value of your portfolio increases:
- Up to $100,000: up to 1.50%
- $100,001 - $500,000: up to 1.25%
- $500,001 - $1,000,000: up to 1.00%
- Over $1,000,001: up to 0.75%
These fees are negotiable.
Location
Burlington, IA
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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 →Other Business Activities
Lance referees high school football. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Clearwealth
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.