Nelson Lam is a registered investment advisor at The Lam Group, INC., based in Lake Oswego, OR, with 22 years of industry experience. Nelson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 80 clients with $510M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.35% |
| $6.0M - $7.0M | 0.35% |
| $7.0M - $8.0M | 0.35% |
| $8.0M - $9.0M | 0.25% |
| $9.0M - $10.0M | 0.25% |
| $10.0M - $11.0M | 0.25% |
| $11.0M - $12.0M | 0.25% |
| $12.0M - $13.0M | 0.20% |
| $13.0M - $14.0M | 0.20% |
| $14.0M - $15.0M | 0.20% |
| $15M+ | 0.20% |
Fees are negotiable for accounts over $15 million.
Fee Estimator
Location
Lake Oswego, OR
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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
Nelson serves as the trustee of the LAM Group's 401k plans. The filing does not specify the time commitment.
Employment History
Current Registrations
The Lam Group, INC.
State Registrations2 states
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