Lane Brothers Investment Counsel is an independent investment management and financial planning firm based in Prescott, Arizona. The firm builds customized investment portfolios for individuals, high net worth clients, businesses, and charitable organizations, utilizing strategies such as fundamental analysis, charting, technical analysis, and modern portfolio theory. In addition to managing investments, Lane Brothers Investment Counsel offers comprehensive and modular financial planning services covering retirement, taxes, estate planning, and risk management. The firm serves as a fiduciary, meaning they are legally required to act in your best interest. While the firm primarily focuses on portfolio management and financial planning for individual clients, they also manage a private real estate investment fund for accredited investors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable based on individual client circumstances. Family account values may be combined to reach lower fee tiers.