Sarah Lane
Sarah Lane is a registered investment advisor at LPL Enterprise, LLC, based in Valparaiso, IN, with 1 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
607 Morgan Boulvard, Valparaiso, IN, 46383
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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 ActivitiesSells Insurance
Sarah is involved in several outside business activities. She works full-time in non-variable insurance and as a DBA for LPL business, spends about 10-20% of her time as a coach at F45 Valparaiso, and dedicates about a quarter of her time as a business owner at Excel Nutrition Valparaiso LLC.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
State Registrations3 states
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