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Robert Lane

Money Concepts Advisory Service
28 Years of Experience
Boise, ID
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Lane is a registered investment advisor at Money Concepts Advisory Service, based in Boise, ID, with 28 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B in assets under management.

Money Concepts Advisory Service
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
17,032 clients
Average Client Portfolio
$239K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1110 N. Five Mile Rd. Ste 150, Boise, ID, 83713-8034

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2022
Final
Customer Dispute
December 2017
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert occasionally sells and markets Medicare Supplement Plans through Senior Market Sales. This non-investment related activity takes about 10-20% of his time during non-securities hours.

Employment History
Current Registrations
Money Concepts Advisory Service
October 2017 - Present · 9 yrs
Money Concepts Capital CORPBroker
October 2017 - Present · 9 yrs
Previous Registrations
Cuso Financial Services, L.P.Broker
December 2016 - October 2017 · 10 mos
Cuso Financial Services, L.P.
December 2016 - October 2017 · 10 mos
Money Concepts Advisory Service
June 2009 - December 2016 · 7 yrs 6 mos
Money Concepts Capital CORPBroker
June 2009 - December 2016 · 7 yrs 6 mos
CUNA Brokerage Services, INC.
November 2004 - June 2009 · 4 yrs 7 mos
CUNA Brokerage Services, INC.
April 2001 - November 2004 · 3 yrs 7 mos
CUNA Brokerage Services, INC.Broker
November 2000 - June 2009 · 8 yrs 7 mos
Foresters Equity Services, INC.Broker
April 1998 - July 2000 · 2 yrs 3 mos
State Registrations8 states
AKCAFLIDMONVORWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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