Henry Lane is a registered investment advisor at Design Asset Management, LLC, based in Kansas City, MO, with 16 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 35 clients with $21M 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 $200K | 1.00% |
| $200K - $2.0M | 0.75% |
| $2M+ | 0.50% |
These fees apply to asset allocation management using ETFs and mutual funds. For asset allocation management using individual stocks and bonds, ETFs, mutual funds, and securities exempt from registration, the tiers are: $50,000 to $1,000,000: 1%; $1,000,000 to $3,000,000: 0.75%; greater than $3,000,000: 0.65%. For fixed income portfolios using individually managed bonds, the tiers are: $50,000 to $1,000,000: 0.75%; $1,000,000 to $10,000,000: 0.50%; greater than $10,000,000: 0.30%. Asset management fees may be reduced or waived for directors, officers and employees (and their family members) of Design Asset Management and are negotiable at the discretion of the Advisor.
Fee Estimator
Location
Kansas City, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Design Asset Management, LLC
Previous Registrations
Sterneck Capital Management LLC
State Registrations4 states
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