Lane Bucklan is a registered investment advisor at Clinton Investment Management, LLC, based in Stamford, CT, with 30 years of industry experience. Lane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,846 clients with $3.5B 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 $5.0M | 0.60% |
| $5M+ | 0.37% |
These rates apply to Municipal Market Duration, Municipal Intermediate Duration, Municipal Short Duration, and Taxable Market Duration strategies. The Municipal Credit Opportunities strategy charges 0.85% of AUM. Fees and account minimums may be negotiable.
Fee Estimator
Location
333 Ludlow Street, South Tower, 8th Floor, Stamford, CT, 06902
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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
Clinton Investment Management, LLC
Previous Registrations
Iridian Asset Management LLC
Iam Capital CorporationBroker
Rochdale Investment Management
Rim Securities LLCBroker
Rochdale Securities CorporationBroker
Salomon Smith Barney INC.Broker
Capital for Israel, INC.Broker
Development Corporation for IsraelBroker
Advest, INC.Broker
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.