Kevin Lam is a registered investment advisor at Eldridge Street Asset Management, LLC, based in Irvine, CA, with 10 years of industry experience. Kevin 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. Their firm serves 13 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eldridge Street Asset Management charges a fee based on the value of your portfolio. The annual fee ranges from 0.50% to 1.5%. The specific fee is negotiable and may depend on factors such as family relationships between accounts.
Location
Irvine, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eldridge Street Asset Management, LLC
State Registrations1 state
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