James Lambert is a CFP-designated registered investment advisor at Capital Trust Advisors, based in Gardnerville, NV, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 234 clients with $360M 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 $500K | 1.50% |
| $500K - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Contact
James Lambert
Location
Gardnerville, NV
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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
James is employed as Program Director of the Personal Financial Planning Certificate Program for UC Davis Extension since 1996. This activity is educational and not investment-related.
Employment History
Current Registrations
Capital Trust Advisors
Previous Registrations
Lambert, J Jeffrey
Parkshore Wealth Management
Lighthouse Financial Planning
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
Additional Information
Program director of University of California Davis Personal Financial Planning program:http://extension.ucdavis.edu/unit/business_and_management/certificate/personal_financial_planning/