Lamar Plunkett is a CFA-designated registered investment advisor at Plunkett & Associates, INC., based in Carrollton, GA, with 20 years of industry experience. Lamar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12 clients with $8.2M 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 $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. For fixed income only accounts: - 0.625% on the first $1,000,000 - 0.50% on amounts between $1,000,001 and $9,999,999 - Negotiable for amounts above $10,000,000
Fee Estimator
Location
Carrollton, GA
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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
Plunkett & Associates, INC.
Previous Registrations
Plunkett & Associates, INC.
Plunkett & Associates, INC.
State Registrations1 state
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