Robert Lane
Robert Lane is a registered investment advisor at LPL Enterprise, LLC, based in Indianapolis, IN, with 43 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
8888 Keystone Crossing, Suite 500, Indianapolis, IN, 46240
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Regulatory History (1)
Financial
February 2023Other Business Activities
Robert serves in an advisory role for Holy Spirit Catholic Church, acting as a liaison between the Parish Business Office and Parishioners. This activity requires minimal time.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Brokers Financial
Brokers International Financial Services, LLC.Broker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Wma Securities, INC.Broker
New England SecuritiesBroker
State Registrations3 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.