Lamont Schumpert
Lamont Schumpert is a registered investment advisor at Schumpert Investments, LLC, based in Kennesaw, GA, with 8 years of industry experience. Lamont operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 69 clients with $7.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Subject to $100 minimum monthly fee ($1,200 annually). Clients with investment asset values lower than $89,000 will incur investment management fees that are higher than the stated annual rate. Fees are negotiable.
Fee Estimator
Location
Kennesaw, GA
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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 ActivitiesSells Insurance
Lamont is a licensed insurance agent since 2017, providing independent insurance product recommendations and sales. This takes about half of Lamont's time, with a few hours per week occurring during trading hours.
Employment History
Current Registrations
Schumpert Investments, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
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.