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Brian Lamone
21 Years of Experience
1 DisclosureSells Insurance
Brian Lamone is a registered investment advisor at United Advisors America, based in Kansas City, MO, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,751 clients with $350M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
24 advisors
Number of Clients
1,751 clients
Average Client Portfolio
$202K average
Assets Under Management
$353.7M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Fixed income portfolio management fee is 0.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8051 N Denver Ave., #1203, Kansas City, MO, 64119
Get directionsHistory
Regulatory History (1)
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Criminal
June 2001Final Disposition
Other Business ActivitiesSells Insurance
Brian is an insurance agent for Alliance America Corporation, offering life and health insurance and fixed annuities.
Employment History
Current Registrations
United Advisors America
March 2018 - Present · 8 yrs 1 mo
Previous Registrations
Waddell & Reed
November 2013 - March 2018 · 4 yrs 4 mos
Waddell & ReedBroker
October 2013 - March 2018 · 4 yrs 5 mos
The Etf Store, INC.
December 2011 - October 2013 · 1 yr 10 mos
Northwestern Mutual Investment Services,llc
May 2011 - December 2011 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
September 2004 - December 2011 · 7 yrs 3 mos
State Registrations3 states
IAKSMO
Advisor
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
No exam information available for this advisor.