Mitchell Lampert is a registered investment advisor at Legacy Financial Advisors, INC., based in Covington, KY, with 7 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 1,065 clients with $1.5B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10M. POPS strategies have a flat fee of up to 1.50% per annum.
Fee Estimator
Location
117 E. Fourth Street, Covington, KY, 41011
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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
Mitchell works for Legacy Financial Advisors, Inc. as an investment trader/paraplanner, assisting the director of investment in trading duties and assisting advisors in paraplanning duties, dedicating about a quarter of his time.
Employment History
Current Registrations
Legacy Financial Advisors, INC.
Previous Registrations
Triad Advisors LLCBroker
Vanguard Marketing CorporationBroker
State Registrations1 state
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