Andrew Lam is a CFA, CFP-designated registered investment advisor at Strategent Financial, LLC, based in Harrisonburg, VA, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 133 clients with $300M 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 - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Minimum annual wealth management fee is $10,000. Fees may be negotiable in limited circumstances.
Fee Estimator
Location
185 Neff Avenue, Suite 102, Harrisonburg, VA, 22801
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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 →Employment History
Current Registrations
Strategent Financial, LLC
Previous Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
State Registrations2 states
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