Stephen Lane is a CFP-designated registered investment advisor at The Perspective Group, based in Lawrence, KS, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 297 clients with $230M 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 $100K | 1.15% |
| $100K - $250K | 1.10% |
| $250K - $750K | 1.00% |
| $750K - $1.3M | 0.95% |
| $1.3M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10.0M - $12.5M | 0.50% |
| $12.5M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | Included |
Fees for assets over $20,000,001 are custom.
Fee Estimator
Location
900 Massachusetts Street, Suite 602, Lawrence, KS, 66044
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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 Activities
Stephen is involved in tax preparation, accounting, and bookkeeping through The Perspective Group, where he also acts as a notary. He also provides investment advisory services through The Perspective Group and subleases an office, dedicating about half of his time to the investment advisory role.
Employment History
Current Registrations
The Perspective Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations28 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.