Pamela Lambert is a registered investment advisor at Ziv Investment Company, based in Chicago, IL, with 23 years of industry experience. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable at the adviser's sole discretion.
Fee Estimator
Location
141 W. Jackson Blvd, Suite 2095, Chicago, IL, 60604-2983
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ziv Investment Company
Ziv Investment Company
Ziv Investment CompanyBroker
State Registrations10 states
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