Lane Florence, LLC

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Assets Under Management

N/A

Number of Clients

Number of Advisors

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Lane Florence offers financial planning and investment consulting services tailored to individual client needs. They also provide advisory services to qualified retirement plans and their participants. Implementation services are available through Cambridge Investment Research Advisors, Inc.

Fee Structure

Financial Planning:Investment management only

Financial Plan Fee:$300 - $2,500

Hourly Rate:$200 - $250/hr

Fees for financial planning range from $200 to $250 per hour, billed monthly. Group retirement plan participant services are billed on a flat fee basis, ranging from $300 to $1,500 per account review. Employers may also be charged a fixed fee up to $2,500 for start-up costs. Lower fees may be available elsewhere.

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