Dennis Lambert
Dennis Lambert is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Houston, TX, with 45 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B 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 | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
4900 Woodway Drive, Suite 1250, Houston, TX, 77056
Get directionsHistory
Regulatory History (1)
Customer Dispute
Other Business Activities
Dennis is the president of Caballo Rojo Ranch, LLC, a livestock advertising and publication business run by his wife, and co-owner of Caballo Rojo Publishing Group, LP. He also serves on the board of directors and as treasurer for the Texas Rangers Association Foundation, guiding investment decisions, and is involved with Trust Ark, Shield Trust, and Shield Trust Concurrent Holdings.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Everen Securities, INC.Broker
Lovett Underwood Neuhaus & Webb, INC.Broker
Underwood, Neuhaus & CO., IncorporatedBroker
Oppenheimer & CO., INC.Broker
E. F. Hutton & Company INCBroker
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.