Terry Lambert is a registered investment advisor at Tailored Tax and Wealth, based in Parker, CO. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
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Fee Structure
Tailored Tax and Wealth recommends Betterment to manage client investments. TTW charges a negotiable fixed fee for portfolio management, ranging from $200 to $4,000 per month. The total fees paid to TTW and Betterment will not exceed 2% of the value of your portfolio. You can choose to have the fees deducted from your investment account or be billed directly.
Location
Parker, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tailored Tax and Wealth
State Registrations1 state
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