Lara Lamb is a CFP-designated registered investment advisor at Abacus Wealth Partners, based in Reseda, CA, with 19 years of industry experience. Lara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Divorce Planning, and 11 more. Their firm serves 1,574 clients with $3.6B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Private, illiquid investments are charged up to 2%. Fees are negotiable at the firm's discretion.
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Contact
Lara Lamb
Location
Reseda, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Abacus Wealth Partners
Previous Registrations
Lamb Financial Planning, LLC
Gainsborough Financial Consultants, INC.
State Registrations1 state
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- Michael Izbotsky, CFPFrom Planning to Living LLC