Dukes Lane Investments offers investment management services where the firm makes investment decisions for you based on your goals, risk tolerance, and financial situation. Dukes Lane Investments also provides consulting services, reviewing your financial situation and providing recommendations, but you make the final decisions. Dukes Lane Investments does not participate in wrap fee programs.
Assets Under Management$37M
Clients37
Advisors1
Avg. per Client$1M
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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