Lane Lyday is a registered investment advisor at Harbour Wealth Partners, INC., based in Indianapolis, IN, with 3 years of industry experience. Lane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Personal Advisory Services (PAS)/Financial Plans: Fees are hourly, with a minimum of $300. The total fee is estimated in advance and depends on the scope of the engagement.
- Business Advisory Services (BAS): Fees are hourly, with a minimum of $400. The total fee is estimated in advance and depends on the scope of the engagement.
- Personal CFO Services: Fees can be a flat annual fee, billed quarterly, and/or hourly fees, billed quarterly. The annual fee is based on the services the client chooses to include in the annual engagement agreement.
Location
9820 Westpoint Drive Ste. 400, Indianapolis, IN, 46256
Get directionsHistory
Regulatory History (3)
Criminal
September 2007Criminal
June 2007Criminal
April 2003Other Business Activities
Lane operates Harbour Wealth Partners, Inc and Live Well Sleep Well as DBAs for his LPL business. He also provides investment advisory services through Harbour Wealth Partners, Inc, dedicating minimal time to this activity.
Employment History
Current Registrations
Harbour Wealth Partners, INC.
LPL Financial LLC
LPL Financial LLCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.