Katrina Lamb
Katrina Lamb is a registered investment advisor at Mv Capital Management, INC., based in Bethesda, MD, with 19 years of industry experience. Katrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 511 clients with $1.3B 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 | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.85% |
| $7.5M - $10.0M | 0.80% |
| $10.0M - $12.5M | 0.75% |
| $12.5M - $15.0M | 0.70% |
| $15.0M - $17.5M | 0.65% |
| $17.5M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees for over $20 million are individually assessed. MVCM's fee and minimum account requirements are negotiable in its discretion.
Fee Estimator
Location
4520 East West Highway, Suite 400, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2019Other Business Activities
Katrina works as a business strategy consultant and valuation specialist for MV Financial Group, Inc. This takes about 10-20% of her time, including some hours during trading hours.
Employment History
Current Registrations
Mv Capital Management, 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.