BL
CFP
BL
CFP

Bobby Lee Lamb

27 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
4,514 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$8.9B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10.0M - $15.0M0.60%
$15.0M - $20.0M0.50%
$20.0M - $25.0M0.45%
$25M+0.45%

Fees are negotiable for assets over $25,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$7,500
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Location

910 East St Louis St, Springfield, MO, 65806

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Forvis Mazars Wealth Advisors, LLC
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Capstone Asset Management Company
January 2013 - April 2016 · 3 yrs 3 mos
Capstone Financial Solutions, LLC
August 2007 - December 2012 · 5 yrs 4 mos
Capstone Asset Planning CompanyBroker
September 2004 - April 2016 · 11 yrs 7 mos
Steward Capital Advisors, LLC
July 2003 - April 2007 · 3 yrs 9 mos
Securities America Advisors INC
April 2002 - June 2003 · 1 yr 2 mos
Securities America, INC.Broker
March 2002 - June 2003 · 1 yr 3 mos
Aragon Financial Services, INC.Broker
February 1999 - March 2002 · 3 yrs 1 mo
Ids Life Insurance CompanyBroker
May 1998 - February 1999 · 9 mos
American Express Financial Advisors INC.Broker
May 1998 - February 1999 · 9 mos
State Registrations5 states
ARCAOKTNTX
Advisor
Exams
No exam information available for this advisor.