Eric Lam is a registered investment advisor at Cassedy Financial Group, INC., based in Tampa, FL, with 5 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 178 clients with $220M 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 $500K | 1.50% |
| $500K - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are for Equity & Balanced Accounts. For Fixed Income Accounts: - First $500,000: 0.75% per year - Next $3,500,000: 0.50% per year - Over $4,000,000: 0.375% per year. Fees are negotiable.
Fee Estimator
Location
113 South Blvd, Suite 200, Tampa, FL, 33606
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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
Eric provides notary services as a notary public, and also acts as power of attorney for Adrienne Lam, each taking minimal time. Eric also owns real estate, dedicating a few hours per week to it.
Employment History
Current Registrations
Cassedy Financial Group, INC.
Previous Registrations
Cetera Investment Advisers LLC
First Allied Securities, INC.Broker
State Registrations1 state
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