Cade Bekanich is a CFP-designated registered investment advisor at Park Lane Financial Group LLC, based in West Pittston, PA, with 3 years of industry experience. Cade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 45 clients with $8.8M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
843 Exeter Ave., West Pittston, PA, 18643
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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
Cade works as a notary in Dunmore, PA since January 2021. This activity is investment-related.
Employment History
Current Registrations
Park Lane Financial Group LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.