Fawn Lane
Fawn Lane is a CFP-designated registered investment advisor at Lincoln Investment, based in Land O Lakes, FL, with 20 years of industry experience. Fawn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
20719 Sterlington Dr., Ste. 102, Land O Lakes, FL, 34638
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
Fawn operates a business entity for tax/investment purposes and provides investment advisory services through IHT Wealth Management LLC, spending a few hours per week on each. She also has a non-variable insurance business and works as a trainer at Parallax Fitness, dedicating about a quarter of her time to Bay Area Wealth Management.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Iht Wealth Management LLC
Independent Financial Partners
LPL Financial LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations19 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.
Exams
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