Ethan Lane
Ethan Lane is a registered investment advisor at Asg Investment Management, LLC, based in Renfrew, PA, with 8 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 619 clients with $230M 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 $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable for accounts over $2,000,001. ASGIM also offers Adviser Managed Lightweight Accounts for select accounts. The management fee for these accounts will be 0.20% annually.
Fee Estimator
Location
831 Evans City Rd, Renfrew, PA, 16053
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
Ethan is involved with Accurate Solutions Group, LLC and Advisors Excel, marketing and selling insurance products including life insurance, LTC, fixed indexed annuities, and disability insurance. This takes about half of Ethan's time for Accurate Solutions Group, LLC and a few hours per week for Advisors Excel.
Employment History
Current Registrations
Asg Investment Management, LLC
Previous Registrations
Gierl Augustine Investment Management, INC.
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.