Jeremy Lam is a CFP-designated registered investment advisor at Goldstone Financial Group, LLC, based in Oakbrook Terrace, IL, with 4 years of industry experience. Jeremy 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 1,675 clients with $1.1B 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 | 1.20% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.65% |
Rates shown are for Charles Schwab transaction-based accounts. Charles Schwab wrap-based accounts range from 0.95% to 1.50%. Fidelity accounts range from 0.75% to 1.30% including sub-adviser fees. Fees are negotiable.
Fee Estimator
Location
18W140 Butterfield Road, 16th Floor, Oakbrook Terrace, IL, 60181
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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
Goldstone Financial Group, LLC
Previous Registrations
Corient
Goldman Sachs Ayco Personal Financial Management
Goldman Sachs & CO. LLCBroker
Goldman Sachs Personal Financial Management
Mercer Allied Company, L.P.Broker
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.
Exams
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