Lisa Lamb is a CFP-designated registered investment advisor at Ballentine Partners, based in Waltham, MA, with 14 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 333 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ballentine Partners manages investments for high-net-worth clients and family office clients. Fees are based on a percentage of the value of your portfolio:
- High Net Worth Clients: Ranges from 0.95% to 0.25% per year, with a $40,000 minimum annual fee.
- Family Office Clients: Ranges from 0.60% to 0.10% per year, with a $180,000 minimum annual fee.
Location
230 Third Avenue 6th Floor, Waltham, MA, 02451
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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 →Other Business Activities
Lisa is a voting board member for PopCares, Inc., a local nonprofit supporting cancer patients. This activity is uncompensated and occurs outside of business hours.
Employment History
Current Registrations
Ballentine Partners
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Ballentine Partners
State Registrations2 states
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