Megan Lane
Megan Lane is a registered investment advisor at Lane Brothers Investment Counsel, based in Prescott, AZ, with 3 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 317 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
1560 Plaza West Drive, Prescott, AZ, 86303
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Megan is an assistant manager at Roberts & Lane Development, a real estate company, dedicating minimal time to overseeing maintenance and invoices. She also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Lane Brothers Investment Counsel
Previous Registrations
Cwm, LLC
State Registrations2 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.