Lane Arnwine is a registered investment advisor at Ux Wealth Partners LLC, based in Centennial, CO, with 4 years of industry experience. Lane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $2.1B 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 $25.0M | 0.16% |
| $25.0M - $50.0M | 0.14% |
| $50.0M - $75.0M | 0.12% |
| $75.0M - $100.0M | 0.10% |
| $100M+ | 0.08% |
Manager fee depends on the manager selected (0% to 0.49%). Fees are negotiable.
Fee Estimator
Location
7200 S Alton Way, Suite A-250, Centennial, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ux Wealth Partners LLC
Previous Registrations
Ux Wealth Partners LLC
State Registrations1 state
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