ANDERSONLANE

Overview

Andersonlane is a small, independent registered investment advisor organized as an LLC that focuses on advisory services for individuals and families. The firm emphasizes financial planning and discretionary portfolio management for individuals and small businesses, operating under a blended fee model that includes a percentage-of-AUM component and fixed fees. Andersonlane runs primarily discretionary mandates and appears to implement centralized, fund-based portfolios rather than direct-stock-only strategies. The adviser does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser. Investment practice centers on publicly offered pooled vehicles for core exposures, supplemented by allocations to third-party alternative managers. Given the client base size and average account metrics, Andersonlane functions as a boutique advisor offering a high-touch relationship model with customized planning and portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices