Gardner Stratton is a registered investment advisor at Stratton Lamb Advisors LLC, based in Boston, MA, with 22 years of industry experience. Gardner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 9 clients with $86M 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 | 0.70% |
Fee Estimator
Location
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gardner is an attorney at law in Boston, operating as a sole proprietor since 1993. This takes a few hours per week, some of which occur during securities trading hours.
Employment History
Current Registrations
Stratton Lamb Advisors LLC
State Registrations1 state
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