Paul Lamont is a registered investment advisor at Lamont Trading Advisors, INC., based in Huntsville, AL, with 19 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $2.2M 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 | 0.25% |
This fee schedule is for the U.S. Treasury Bill Account. The Bear Market Strategies Account has a 1% annual fee.
Fee Estimator
Location
470 Providence Main St, Suite 302B, Huntsville, AL, 35806
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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 →Employment History
Current Registrations
Lamont Trading Advisors, INC.
State Registrations2 states
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