James Lamar is a registered investment advisor at Gilder Gagnon Howe & CO. LLC, based in New York, NY, with 16 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 5,749 clients with $12B 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 | 2.50% |
Retirement accounts pay a 2.5% annualized wrap fee. Non-retirement accounts pay transaction-based commissions (1.5% per equity trade).
Fee Estimator
Location
475 Tenth Ave, 12th floor, New York, NY, 10018
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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.
Learn about disclosures →Other Business Activities
James is a co-founder and advisor for AT4k, a healthcare diagnosis company, since July 2024. He advises the organization on operational execution, dedicating a few hours per week.
Employment History
Current Registrations
Gilder Gagnon Howe & CO. LLC
Gilder Gagnon Howe & CO. LLCBroker
Previous Registrations
Legg Mason Wood Walker, IncorporatedBroker
State Registrations50 states
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.
Exams
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