Advisor at NewSong Capital Management, Inc.
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Firm
NewSong Capital Management, Inc.
Location
Orange Beach, AL
Credentials
Series 63, Series 65
Industry experience
21 years
Lance Williams is a financial advisor at NewSong Capital Management, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC. Outside of his advisory role, he owns and operates a commercial spear fishing business and participates in fishing and diving tournaments as a brand ambassador. NewSong Capital Management provides investment management and ongoing financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm offers customized portfolio management that includes equities, mutual funds, ETFs, fixed income, limited cryptocurrency exposure, and derivatives, combining traditional asset management with subscription-style financial planning and integrated risk management.
Based on NewSong Capital Management, Inc.
Based on NewSong Capital Management, Inc.
Annual flat fee for pension plans (minimum $1,500); Financial planning one-time fee $2,500
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.75% $10,000,000 - $20,000,000: 0.50% $20,000,000 - $30,000,000: 0.40% $30,000,000 - $50,000,000: 0.30% $50,000,000+: 0.25%
Minimum fee: Minimum annual flat fee of $1,500 for pension plans when charged as a flat fee Fee-only: Financial planning fees: $2,500 one-time fee plus $125 per month ongoing
Orange Beach, AL
Alabama · California · Louisiana · Mississippi · Tennessee · Texas
NewSong Capital Management, Inc.
2018 - Present (8 years)
LPL Financial
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Gulf Shores, AL
Dyken Wealth Strategies, Inc.
CFP®, Series 66
Orange Beach, AL
Bridgeworks Asset Management, LLC
Series 63, Series 65
Elberta, AL
Grant Financial Group
Series 65
Elberta, AL
NBT Capital Management, Inc.
CFP®, Series 63, Series 65
Gulf Shores, AL
Oppenheimer
Series 65
Foley, AL
The BALDWIN GROUP WEALTH ADVISORS, LLC
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