Lane Asset Management

Lane Asset Management (CRD# 149112) is a financial advisory firm headquartered in Stockbridge, MA. They manage $10,000,000 in 17 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $588,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NJ, NY

Financial Advisors at Lane Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Edward C. Lane
CRD#: 5124793
Stockbridge, MA
96
Wealthminder
score

Edward Lane (CRD# 5124793) is an Investment Advisor Representative working at Lane Asset Management in Stockbridge, MA and has over 12 years of experience in the finance industry. Edward Lane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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