Joan Lamb is a registered investment advisor at Rutherford Investment Management, based in Sun Valley, ID, with 11 years of industry experience. Joan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 65 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.25% |
| $25.0M - $50.0M | 1.00% |
| $50M+ | 0.75% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Location
Sun Valley, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joan is a board member of the College of the Desert Foundation since April 2023, dedicating a few hours per week to the role. The foundation's purpose is to support the college and enhance educational opportunities for students, and board members supervise outside money managers.
Employment History
Current Registrations
Rutherford Investment Management
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.