Michael Lane is a registered investment advisor at Sagebrush Wealth Partners, based in Elko, NV, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Investment Management, Retirement Planning. Their firm serves 13 clients with $260K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.75% |
| $25K - $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K+ | 0.50% |
Cash accounts are included for determining breakpoints but excluded from fee calculations. Fees are negotiable.
Fee Estimator
Location
Elko, NV
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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 →Employment History
Current Registrations
Sagebrush Wealth Partners
Previous Registrations
Lane Investment Advisory Services LLC
Wallstreete Investment Advisors
Quest Capital Strategies, INC.
State Registrations1 state
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.
Exams
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