Bettina Lee is a registered investment advisor at The Lam Group, INC., based in Lake Oswego, OR, with 16 years of industry experience. Bettina 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
Bettina serves as a trustee of the LAM Group's 401k plans. The filing does not indicate the time commitment for this activity.
Employment History
Current Registrations
The Lam Group, INC.
State Registrations1 state
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