John Lambert is a CFP, ChFC-designated registered investment advisor at Caitlin John, LLC, based in Brighton, MI, with 32 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 733 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Caitlin John offers investment management under either a wrap fee program (CJWFP) or a non-wrap fee arrangement. The wrap fee cannot exceed 2.48%, and the non-wrap fee cannot exceed 3.0%. Fees are negotiable and may be structured as tiered, tapered, or fixed. The fees cover advisory services, investment management oversight, administrative and custodial services, and may include the use of a third-party investment advisor.
Location
1024 E. Grand River Ave, Suite B, Brighton, MI, 48116
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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.
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John is a ski instructor and coach, dedicating minimal time to these activities. He coaches junior athletes, assists the Grand Blanc Ski Team, instructs at Mt. Holly Ski School, and coaches at Powers Catholic High School.
Employment History
Current Registrations
Caitlin John, LLC
Previous Registrations
The Huntington Investment Company
The Huntington Investment CompanyBroker
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Financial Network Investment CorporationBroker
Linsco/private Ledger CORP.Broker
Fiserv Investor Services, INC.Broker
Aegon USA Securities INC.Broker
MML Investors Services, INC.Broker
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.