John Schibli is a registered investment advisor at Lane Generational LLC, based in Steamboat Springs, CO, with 7 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 46 clients with $120M 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 | 1.00% |
Fee percentage is negotiable at the sole discretion of the Firm.
Fee Estimator
Location
Steamboat Springs, CO
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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 →Other Business Activities
John is the co-founder and CEO of Wreath, Inc., a digital card sharing platform, since 2021. He spends about 10-20% of his time overseeing the development team and leading the go-to-market strategy.
Employment History
Current Registrations
Lane Generational LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations4 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.