Lane Weintraub
Lane Weintraub is a registered investment advisor at Prima Wealth, based in Highlands Ranch, CO, with 22 years of industry experience. Lane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 88 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prima Wealth manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.50% to 1.50%, depending on the complexity of services, the amount of assets managed, and the overall relationship with Prima Wealth. Fees are paid monthly in advance and may be negotiable.
Location
Highlands Ranch, CO
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2011Other Business ActivitiesSells Insurance
Lane is a sole proprietor involved in insurance sales as an insurance agent since 2006, dedicating minimal time to this activity. Lane also owns Rocky Mountain Investment Management LLC, a shell company, and is responsible for all functions and duties, but dedicates no time to it.
Employment History
Current Registrations
Prima Wealth
Previous Registrations
Wealthsource Partners, LLC
Avant-Garde Advisors LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
State Registrations4 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.