Barbara Lane
Barbara Lane is a registered investment advisor at Pathfinder Advisory, INC., based in Rockford, IL, with 17 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 142 clients with $120M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $4.0M | 1.50% |
| $4M+ | 1.00% |
Fees are negotiable based on factors such as anticipated future earnings, additional assets, and account composition. Third-party platform strategies like Matson Money may have separate fee schedules ranging from 0.25% to 1.40%.
Fee Estimator
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.
Exams
More Advisors
- Philip Guske, CFPPathfinder Advisory, INC.
- Stephen Ambrose,, CFPSavant Wealth Management
- Duncan Reidner, CFPMerit Financial Advisors
- Theresa Harezlak, CFPSavant Wealth Management
- Brian Knabe, CFPSavant Wealth Management
- Jason Werner, CFPWells Fargo Advisors