Barbara Lane
Barbara Lane is a registered investment advisor at Pathfinder Advisory, INC., based in Rockford, IL, with 16 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 133 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathfinder Wealth Management's annual investment advisory fee is based on a percentage of your investments. The specific fee is in the Investment Advisory Agreement.
If Pathfinder recommends Matson Money to manage your assets, your fees may range from 0.25% to 1.40% of your investments, charged quarterly in advance. These fees are negotiable.
Location
6981 Redansa Dr, Rockford, IL, 61108
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 1999Employment Separation After Allegations
November 1982Employment History
Current Registrations
Pathfinder Advisory, INC.
Previous Registrations
Brookstone Capital Management LLC
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.