Natasha Lamb is a registered investment advisor at Arjuna Capital, LLC, based in Manchester, MA, with 9 years of industry experience. Natasha 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, Retirement Planning, and 1 more. Their firm serves 180 clients with $600M 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 | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
Fees may be negotiated with each client on an individual basis, and may be different from Arjuna Capital’s stated fee schedules.
Fee Estimator
Location
13 Elm Street, Manchester, MA, 01944
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Natasha is a managing partner and owner of New Summit Investments, LLC, an investment advisory firm for pooled investment vehicles, since October 2020. This requires a few hours per week of her time.
Employment History
Current Registrations
Arjuna Capital, LLC
State Registrations1 state
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