Lane Brothers Investment Counsel (LBIC) is an investment management firm located in Prescott, Arizona. LBIC offers tailored investment advice and discretionary portfolio management services. They also provide financial planning services, both as part of their portfolio management and as a standalone service. LBIC manages a private real estate fund, Groton Partners, LLC, available to accredited investors only.
Assets Under Management$190M
Clients317
Advisors5
Avg. per Client$610K
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
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Estimated Annual Fee
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