Alan Lane is a CFP-designated registered investment advisor at Crawford Investment Counsel INC, based in Atlanta, GA, with 9 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,120 clients with $8.5B 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 $3.0M | 1.00% |
| $3M+ | 0.50% |
Fee schedule is for balanced and equity only accounts. The minimum account value is $2,000,000. The annual fee schedule for fixed income only accounts is: First $5,000,000: 0.40%, Next $5,000,000: 0.35%, Balance above $10,000,000: 0.30%. The minimum account value is $5,000,000 for fixed income only accounts. Certain legacy relationships may have a different fee schedule. In programs where account minimums have been reduced, the fee may be higher to reflect a lower account value. When a lower minimum account value is offered, a minimum annual fee may be assessed quarterly.
Fee Estimator
Location
600 Galleria Parkway, Se, Suite 1650, Atlanta, GA, 30339
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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 →Employment History
Current Registrations
Crawford Investment Counsel INC
Previous Registrations
Tidal Creek Capital Advisors
LPL Financial LLC
LPL Financial LLCBroker
Qualia Retirement Planning
Arvest Wealth ManagementBroker
Arvest Wealth Management
Camarda Wealth Advisory Group
Blackwell Boyd Wealth Management
First Investors CorporationBroker
State Registrations1 state
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