Lance Drucker
Advisor at Drucker Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Drucker Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mahwah, NJ
Credentials
ChFC®, Series 63
Industry experience
40 years
Lance Drucker is a financial advisor at Drucker Wealth with 40 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Hornor, Townsend & Kent, Inc. for nearly four decades. He currently serves as chairman of Drucker Wealth and is involved in strategic planning and team management. Drucker Wealth serves individual and high-net-worth clients, including pre-retirement professionals, mid-career technology and medical workers, and small business owners, offering comprehensive financial planning, tax and estate planning, equity-compensation advice, and discretionary investment management. The firm employs a blend of fundamental, technical, tactical, and behavioral investment approaches and provides portfolio services such as direct indexing and use of sub-advisors or model trading platforms.
Based on Drucker Wealth
Based on Drucker Wealth
Fixed fees for financial planning ($3,000 to $8,000) and estate planning platform fee (up to $2,499)
Commission compensation for certain investment advisor representatives acting as registered representatives or insurance agents
Account minimum: $7,500 minimum annual fee Minimum fee: $7,500 minimum annual fee for asset management services Fee-only: Fixed financial planning fees ranging from $3,000 to $8,000; Estate planning platform fee up to $2,499
Mahwah, NJ
New Jersey
Purshe Kaplan Sterling Investments
2024 - Present (2 years)
Drucker Wealth
2024 - Present (2 years)
Hornor, Townsend & Kent, Inc.
1985 - 2024 (39 years)
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Accountant / CPA / tax prep
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