Keith Lamb
Keith Lamb is a registered investment advisor at Portfolio Medics, LLC, based in Heber City, UT, with 14 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,929 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.60% |
| $10M+ | 2.60% |
Rates vary by investment strategy: Advisor Managed Portfolios charge 2.60%, Market Trend Strategy charges 1.50%, and Diversified Fund Allocation portfolios charge 1.00% for assets up to $10,000,000. Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
Heber City, UT
Get directionsHistory
Regulatory History (1)
Financial
April 2019Other Business ActivitiesSells Insurance
Keith is the owner of Luparius Asset Management & Brokerage, offering investment advisory services and insurance products since 2016. This takes about three-quarters of Keith's time.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Alpha Wealth Funds, LLC
Faculty Advisors, INC.
Wunderlich Securities, INC.
Faculty Advisors, INC.
Ing Financial Advisers, LLC
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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