Edward Lapham is a registered investment advisor at Marsico Capital Management, LLC, based in Denver, CO, with 4 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $4B 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 - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.65% |
Fees negotiable for accounts over $100,000,000.
Fee Estimator
Location
1200 17th Street, Suite 1700, Denver, CO, 80202-5824
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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
Edward works full-time as a registered representative for Distribution Services LLC, focusing on distribution, marketing, and promotion. He also works full-time as an investment adviser representative and VP at Marsico Capital Management, handling similar responsibilities and client service.
Employment History
Current Registrations
Marsico Capital Management, LLC
Distribution Services, LLCBroker
State Registrations53 states
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