Joseph Lanham is a registered investment advisor at &partners, based in Olympia, WA, with 2 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
606 Columbia Street, NW, Ste 104, Olympia, WA, 98501
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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.
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Joseph is involved with several organizations, including Olympia Benefits of Thurston County Chamber, Washington Pacific District Board, Thurston County Chamber of Commerce, Northwest Nazarene University, Mountain View Church of the Nazarene, Eagle Ridge HOA, and Northwest Nazarene University Foundation Investment Committee. These roles primarily involve attending meetings, voting, and overseeing financial matters, requiring minimal time commitment.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations18 states
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