South Lane Wealth Management (SLWM) is a wealth management firm that helps clients develop, manage, grow, and protect their wealth. SLWM manages both individual and small business accounts, including 401(k) plans, defined benefit plans, and IRAs. SLWM creates customized investment plans based on each client's goals, risk tolerance, and time horizon. SLWM also offers pension consulting services to employee benefit plans.
Assets Under Management$53M
Clients42
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Multi-employee 401k fee is 0.75%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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