Hal Lambert is a registered investment advisor at Point Bridge Capital, LLC, based in Fort Worth, TX, with 20 years of industry experience. Hal 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 33 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Point Bridge Capital's advisory fees range from 0.30% to 1.25% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. Fees may be negotiable. Clients may also incur fees charged by third parties, such as custodians and broker-dealers. Clients using independent managers through Dynasty Financial Partners will pay separate fees to Dynasty and the independent managers.
Location
300 Throckmorton Street, Suite 1550, Fort Worth, TX, 76102
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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.
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Hal is the Executive Director for Stand for Truth PAC, dedicating minimal time to political consulting. He is also a Board Member for Clearview AI and a Managing Member of PBC General Partner, LLC, spending a few hours per week on each activity.
Employment History
Current Registrations
Point Bridge Capital, LLC
Previous Registrations
Foreside Fund Services, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
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.