Steven Lane is a CFP, ChFC-designated registered investment advisor at Carrera Capital Advisors, based in Troy, MI, with 25 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 998 clients with $970M 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 | 1.40% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $50.0M | 0.20% |
| $50M+ | 0.20% |
Fees for assets over $50,000,000 are negotiable. Fixed annuities are charged 0.25%-1.40%, and 529-plans are charged 0.25%-1.00%.
Fee Estimator
Location
901 Wilshire Drive, Suite 565, Troy, MI, 48084-5611
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Steven may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns Steve and Nicole Lane Properties, LLC, a rental property, and spends minimal time on home maintenance and rent collection. Steven is also the treasurer for Creekside Village of Orion Homeowners Association, spending minimal time collecting dues and paying for maintenance.
Employment History
Current Registrations
Carrera Capital Advisors
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
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
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