Lane Dillon Valimont
Investment Adviser Representative at DENALI WEALTH MANAGEMENT, INC.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $500,000 (Equity/Balanced) | 1.25% |
| Next $1,500,000 (Equity/Balanced) | 1.00% |
| Next $3,000,000 (Equity/Balanced) | 0.85% |
| Over $5,000,000 (Equity/Balanced) | 0.65% |
| First $500,000 (Fixed Income) | 0.40% |
| Next $1,500,000 (Fixed Income) | 0.35% |
| Next $3,000,000 (Fixed Income) | 0.30% |
| Over $5,000,000 (Fixed Income) | 0.25% |
Denali Wealth Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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