Jamie Lapin is a CFP-designated registered investment advisor at Rmg Advisors, based in Rockville, MD, with 41 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Federal Employees, High Net Worth, and 2 more. Their firm serves 174 clients with $140M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
These fees are negotiable at the sole discretion of the firm.
Fee Estimator
Location
14 South Adams Street, Rockville, MD, 20850
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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 ActivitiesSells Insurance
Jamie has been an insurance agent since 1986, offering insurance products and services. This activity takes a few hours per week, with some time during normal trading hours.
Employment History
Current Registrations
Rmg Advisors
Previous Registrations
Grove Point Investments, LLCBroker
Nylife Securities INC.Broker
Uslife Equity Sales CORP.Broker
Gruntal & CO. IncorporatedBroker
E. F. Hutton & Company INCBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Baker, Watts & CO.Broker
State Registrations1 state
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