Park Lane Financial Group offers investment management and financial planning services to individuals, corporations, and business entities. Investment strategies are tailored to client goals and objectives. Financial planning covers various aspects, including retirement, risk management, tax reduction, and estate preservation. The firm may use sub-advisors to manage client assets.
Assets Under Management$8.8M
Clients45
Advisors2
Avg. per Client$200K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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