Kelley Lane Capital offers investment management services primarily through a percentage-of-assets model. Financial planning services are also available for a separate fee. Kelley Lane works with individuals, high-net-worth individuals, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. They specialize in serving legal professionals and personal-injury claimants.
Assets Under Management$690K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$690K
Fee Structure
Minimum Investment:$130K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.11% |
| $250K - $1.0M | 0.95% |
| $1.0M - $4.0M | 0.59% |
| $4.0M - $7.0M | 0.39% |
| $7.0M - $10.0M | 0.19% |
| $10M+ | 0.09% |
Clients with AUM below $125,000 pay a flat quarterly fee of $345.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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