Declan Lane is a registered investment advisor at Capital Investment Counsel, LLC, based in Denver, CO, with 4 years of industry experience. Declan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 400 clients with $1.2B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts above $5,000,000.
Fee Estimator
Location
600 N Grant Street, Ste. 450, Denver, CO, 80203
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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
Capital Investment Counsel, LLC
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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