Repp Lambert
Repp Lambert is a registered investment advisor at Altura Wealth Advisors, based in Virginia Beach, VA, with 29 years of industry experience. Repp operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 261 clients with $230M 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 $500K | 1.25% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees may be negotiable.
Fee Estimator
Location
4669 South Blvd, Ste 105, Virginia Beach, VA, 23452
Get directionsHistory
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 ActivitiesSells Insurance
Repp may earn commissions from unaffiliated insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products. Repp also owns 45% of BB&L LLC (a Papa John's Pizza franchise) and 100% of LCI, LLC (a tax conduit, minimal time commitment), and is involved with LCW Services, LLC (about half of Repp's time).
Employment History
Current Registrations
Altura Wealth Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. 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.