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Christopher Lane

2 Years of Experience
Alexandria, VA

Christopher Lane is a registered investment advisor at Mcginn Penninger Investment Management INC., based in Alexandria, VA, with 2 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 230 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
230 clients
Average Client Portfolio
$758K average
Assets Under Management
$174.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.00%
$1.5M - $3.0M0.85%
$3M+0.65%

Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

277 S. Washington Street, Suite 340, Alexandria, VA, 22314

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mcginn Penninger Investment Management INC.
November 2023 - Present · 2 yrs 5 mos
State Registrations6 states
CADCFLMDSCVA
Advisor

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.

Exams
No exam information available for this advisor.