Paul Lambert is a registered investment advisor at Indivisible Partners, based in Hinsdale, IL, with 31 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 676 clients with $2.1B 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 | 1.50% |
The maximum advisory fee is 1.50%. Fees are negotiable on an individual basis depending on portfolio complexity and asset amount.
Fee Estimator
Location
Hinsdale, IL
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1998Other Business Activities
Paul is the Chair of the Emeritus Board for Chicago Run, a non-profit, and is on the Executive and Membership Committees for Bras Coupe', a fishing camp. He also works as a consultant for Bates Group LLC, assisting with business growth and marketing, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Indivisible Partners
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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