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).
Total Assets Under Management10MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$588,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
CT, NJ, NY
Edward Lane (CRD# 5124793) is an Investment Advisor Representative working at Lane Asset Management in Stockbridge, MA and has over 11 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.