KL
KL

Kent Lane

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
323 clients
Average Client Portfolio
$329K average
Assets Under Management
$106.2M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Fees may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3570 Hamilton Blvd., Suite 301, Allentown, PA, 18103

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kent works full-time as an Associate Wealth Advisor at Liberty Asset Management. He also coaches at Grit Mat Club, a wrestling club, dedicating nearly full-time hours to running practices, private lessons, marketing, and administrative duties.

Employment History
Current Registrations
Apw Capital, INC.Broker
April 2025 - Present · 10 mos
Liberty Asset Management
July 2023 - Present · 2 yrs 7 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.