Lane Asset Management offers investment management services on a discretionary basis, tailoring strategies to individual client needs. Lane invests in stocks, bonds, exchange-traded funds, and mutual funds, monitoring investments daily. Lane also provides limited financial planning services, creating written plans or consulting on specific financial issues. Lane does not offer income tax preparation services.
Assets Under Management$9M
Clients13
AdvisorsN/A
Avg. per Client$690K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.70% |
Fees are negotiable. Qualified clients may negotiate a performance-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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