Michael Scott Jones

Oak Lane Advisors

20 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningReal Estate InvestingDivorce PlanningHigh Net Worth

Oak Lane Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

794 clients

Average Client Portfolio

$463K average

Assets Under Management

$367.3M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.25%
$500K - $1.0M	1.15%
$1.0M - $2.0M	1.00%
$2M+	0.90%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT, 84014

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2023

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Michael is a managing member of Four 24 LLC and an indirect owner of WN Holdings LLC, both holding companies. These activities are not investment-related.

Employment History

Current Registrations

Oak Lane Advisors

April 2015 - Present · 10 yrs 10 mos

Previous Registrations

Arete Wealth Management, LLCBroker

February 2015 - September 2019 · 4 yrs 7 mos

Goldman, Sachs & CO.Broker

September 2006 - February 2015 · 8 yrs 5 mos

Wells Fargo Investments, LLCBroker

August 2005 - September 2006 · 1 yr 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.