Terry A Lamn

CFP

Stonemark Wealth Management

19 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Stonemark Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

376 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$516.3M

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $2.0M	1.15%
$2.0M - $3.0M	1.05%
$3.0M - $5.0M	0.95%
$5M+	0.85%

Standard fee schedule may be negotiable based on a number of factors.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

201 S. Lake Avenue, Suite 509, Pasadena, CA, 91101

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History

Regulatory History (1)

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Employment Separation After Allegations

August 2011

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Terry is a licensed insurance agent selling annuities and also works part-time as an event photographer. The photography work takes a few hours per week and is not investment-related.