Michael Lambrecht is a registered investment advisor at Savvy, based in Pleasanton, CA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
Pleasanton, CA
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2009Customer Dispute
June 2008Customer Dispute
April 2008Customer Dispute
April 2008Employment History
Current Registrations
Savvy
Previous Registrations
Farther
Iwc Asset Management LLC
Integrated Wealth Counsel, LLC
Charles Schwab & CO., INC.
State Registrations1 state
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.
Exams
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