Frederick Lane is a registered investment advisor at Lane Generational LLC, based in Dover, MA, with 38 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 46 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee percentage is negotiable at the sole discretion of the Firm.
Fee Estimator
Location
Dover, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Frederick serves as a non-compensated trustee of charitable and family trusts, which may involve investments. He spends minimal time on these activities.
Employment History
Current Registrations
Lane Generational LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Lane, Berry & CO. International, LLCBroker
Credit Suisse First Boston CorporationBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
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.