Kenneth Lambert is a CFA-designated registered investment advisor at Peavine Capital, LLC, based in Reno, NV, with 14 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Peavine Capital offers two investment management services:
- Direct Investment Management: The maximum annual fee is 1.00%, billed quarterly in advance based on the portfolio value at the end of the previous quarter.
- Sub-Advisory Investment Management: The maximum annual fee is 0.35%, deducted from client accounts quarterly by the other financial institution who licenses their strategies.
Location
Reno, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is a non-executive director at Crucial Life Sciences Data Solutions, Inc., providing business and strategy advice. He dedicates minimal time to this position.
Employment History
Current Registrations
Peavine Capital, LLC
State Registrations1 state
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