John Lane is a CFP-designated registered investment advisor at Legacy Wealth Management, LLC, based in Meridian, ID, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 2,121 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Wealth Management's fee for managing your investments is a percentage of the assets they manage, ranging from 0.0% to 2.50%. The exact percentage is negotiable and depends on factors like account size, family accounts, investment goals, risk tolerance, and the complexity of the financial planning involved. Fees are billed either quarterly in advance or monthly in arrears. The firm may combine account values of family members to potentially lower the overall fee.
Location
Meridian, ID
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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.
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John is the author of a book and receives royalties, and also owns bitcoin mining machines. He also owns a basketball skills program, donating minimal time currently but potentially a few hours per week in the future.
Employment History
Current Registrations
Legacy Wealth Management, LLC
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
State Registrations1 state
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.