Lance
Helfert
15 Equity
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About this Advisor
Lance Helfert is a financial advisor operating out of Santa Barbara, California who has 3 years of industry experience. Helfert is on the advisory team at 15 Equity. Throughout their career, Helfert has worked at West Coast Asset Management, Inc, Lucia Wealth Services, LLC and 15 Equity, LLC. Helfert maintains a Series 65 license, designating them as an investment advisor representative, and is able to work in California. 15 Equity is a registered investment business based out of Santa Barbara, CA. It manages $105 million in assets between its 161 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 161 customer accounts, 33% are associated with high-net-worth clients who have greater than $1 million in investable assets. 15 Equity provides portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by 15 Equity likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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15 Equity Brokerage Details
$105,428,719
3
161
$654,837
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Lance Helfert Work History
Lance has been registered as a financial advisor for 3 years.*
15 Equity, LLC
Lucia Wealth Services, LLC
West Coast Asset Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lance Helfert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 15 Equity
Santa Barbara, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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