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Lance Ward Messervy

ONE Capital Management, LLC

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About Lance Ward Messervy

Lance Ward Messervy is a registered Investment Advisor Representative with One Capital Management, LLC, in Westlake Village, California. Lance has been with One Capital Management since 2013 and has been in the investment industry since 2013. Lance is a Series 65 licensed representative. One Capital Management, LLC specializes in providing financial planning, advisory consulting services, pension consulting, and publication of periodicals to a variety of clients, including high-net-worth individuals, investment companies, and corporations.

Firm Information

Lance Messervy is currently registered with ONE Capital Management, LLC. ONE Capital Management, LLC is a Registered Investment Advisor based in Westlake Village, California, with over $6 billion in regulatory assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. ONE Capital Management also provides sub-adviser services to two Canadian registered ETFs and a Luxembourg SICAV. The firm serves a diverse client base, including high-net-worth individuals, corporations, investment companies, and pension plans.
ONE Capital Management, LLC

3075 TOWNSGATE ROAD

WESTLAKE VILLAGE, CA 91361

$6.14B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav

Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lance Messervy’s Registration & Firm History

CA

02/25/2014 - Present

ONE Capital Management, LLC (WESTLAKE VILLAGE CA)

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Licenses & Designations

IA

Issued 02/25/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lance Ward Messervy.
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