John Lambert is a CFP, ChFC-designated registered investment advisor at Simplyria Advisor Network, 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 Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 602 clients with $210M 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 | 3.00% |
Advisory fees are negotiable and will not exceed 3.00% annually. A minimum annual fee of $300 per account may apply. Certain accounts may also incur a $35 annual technology fee.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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
Simplyria Advisor Network
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 Registrations2 states
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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