Lambert Brent
Lambert Brent is a registered investment advisor at Kg Capital Management, LLC, based in Saint Francisville, LA, with 12 years of industry experience. Lambert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 438 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 0.75% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Location
4782 Prosperity Street, Saint Francisville, LA, 70775
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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
Lambert is part owner of a CPA firm. He will also receive a portion of the management fee as a solicitor from KG Capital Management once registered.
Employment History
Current Registrations
Kg Capital Management, LLC
State Registrations1 state
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.