Edwin Lane Financial Services provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and monitor portfolios regularly. They also offer financial planning services covering investment planning, insurance, tax concerns, retirement, and debt/credit planning. Edwin Lane Financial Services primarily recommends domestic common stocks, mutual funds, fixed income securities, insurance products, and ETFs.
Assets Under Management$16M
Clients10
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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