Lane Generational provides investment management services, focusing on public equities, ETFs, bonds, warrants, and options. For qualified clients, Lane also offers digital assets advisory services, specifically for Bitcoin. Investment management is generally discretionary, but non-discretionary services are available. Financial planning services are included for clients with customized portfolios and are also offered on a stand-alone basis for a separate fee. Lane requires a minimum relationship size of $500,000, which may be waived at the firm's discretion.
Assets Under Management$120M
Clients46
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee percentage is negotiable at the sole discretion of the Firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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