BL
CFA
BL
CFA

Brian Lam

20 Years of Experience
San Francisco, CA

Brian Lam is a CFA-designated registered investment advisor at Blue Lawn Asset Management LLC, based in San Francisco, CA, with 20 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. Their firm serves 1 clients with $56M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$55.6M average
Assets Under Management
$55.6M

Fee Structure

Investment management only (planning not offered)

Blue Lawn Asset Management (BLAM) manages investments for a private fund and charges an asset-based management fee. Investors who invested before October 1, 2009, are charged 1% per year. Investors who invested after that date are charged 1.5% per year. BLAM also receives a performance-based incentive allocation of 20% of the fund's net profit.

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Location

San Francisco, CA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Blue Lawn Asset Management LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Blue Lawn Asset Management LLC
October 2005 - December 2020 · 15 yrs 2 mos
State Registrations1 state
CA
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.
Brian Lam - Financial Advisor | TrueAdvisor