Lane Brothers Investment Counsel
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$221,754,243
Clients
333
Advisors
2
of 3 employees
About
Lane Brothers Investment Counsel provides discretionary portfolio management, financial planning, and financial consulting to individuals (including high-net-worth clients), charitable organizations, pension and profit‑sharing plans, and investors in one or more private pooled vehicles. The firm also delivers pension and retirement plan consulting and, in some cases, serves as a 3(38) investment fiduciary for plan sponsors.
LBIC generally manages client accounts under discretionary authority and tailors investment strategies to client objectives, drawing on a mix of analytical approaches (including fundamental and technical/charting analysis and modern portfolio considerations) and both long‑ and short‑term trading strategies as appropriate. When advising or managing pooled investments, the firm follows the terms of private offering documents and administers those vehicles consistent with partnership agreements.
What distinguishes the firm from many peers is its role as managing member and investment manager for private pooled real‑estate investment funds (Groton Partners, LLC) that are offered to accredited investors and are presently closed to new investors, together with the use of performance‑based compensation in those private partnerships and independent accounting oversight of performance calculations. LBIC also combines conventional advisory services for individual and institutional clients with fund sponsorship and regular audited or prepared reporting to fund investors, a mix that is relatively uncommon among similarly sized advisers.
Client services
Expertise
Fee options
Standalone financial planning services typically range between $1,500 and $5,000; Estate planning fee using Trust & Will is a one-time $500; Financial consulting fees are fixed and negotiable depending on scope and complexity.
$0 - $999,999: 1.15% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.85% $3,000,000+: 0.75%
Performance fees in private investment partnerships with a fixed portion up to 10% annually, payable quarterly, based on net profits with high water mark and loss carryforward provisions.
Main office
1560 Plaza West Drive
Prescott AZ 86303
Advisors at this office
2
Most active in
Arizona · California · Minnesota · New York · North Carolina · Texas
Also doing business as
Lane Brothers & Co Inc · Lane Brothers Investment Counsel · Lane Trading Partners Lp · Roi & Lane Lp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Megan L
Series 65
Prescott, AZ
Lane Brothers Investment Counsel
Megan Lane is a financial advisor with Lane Brothers Investment Counsel in Prescott, AZ, holding a Series 65 credential and bringing four years of industry experience. Her prior roles include positions at CWM, LLC and Lane Brothers & Company, Inc. Outside of her advisory work, she serves as an assistant manager overseeing maintenance for a real estate development business and is also licensed to sell life, health, disability, annuities, and long-term care insurance. Lane Brothers Investment Counsel provides discretionary portfolio management and financial planning to individuals, charitable organizations, and institutional clients. The firm is notable for managing private pooled real estate investment funds and combines traditional advisory services with fund sponsorship and independent performance oversight.
Kevin L
Series 63, Series 65
Prescott, AZ
Lane Brothers Investment Counsel
Kevin Lane is a financial advisor at Lane Brothers Investment Counsel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lane Brothers & Co., Inc. since 1990, including three years at CWM, LLC. Outside of advising, he is a managing member of a property development business and works as an insurance agent. Lane Brothers Investment Counsel provides discretionary portfolio management and financial consulting to individuals, charitable organizations, and institutional clients, including pension and profit-sharing plans. The firm is notable for managing private pooled real-estate investment funds and combining traditional advisory services with fund sponsorship and independent performance oversight.
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