Laneka Sledge
Laneka Sledge is a registered investment advisor at HUB Investment Partners, LLC, based in Austin, TX, with 3 years of industry experience. Laneka 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 4,317 clients with $9B 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
900 S. Capital of Tx Highway, Suite 350, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Financial
October 2016Other Business Activities
Laneka works as an employee/contractor for BestMark, a mystery shopping company, since 2020. She completes up to one assignment weekly, testing unrelated products and dedicating minimal time to this activity.
Employment History
Current Registrations
HUB Investment Partners, LLC
Previous Registrations
Millennium Advisory Services, INC.
J.P. Morgan Securities LLCBroker
State Registrations2 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.