Joseph Lambert is a registered investment advisor at Lambert Capital Management, based in Santa Barbara, CA, with 7 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 20 clients with $4.3M 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 | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
1332 Santa Barbara St., Santa Barbara, CA, 93101
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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
Joseph is the Chief Investment Officer at Echo Capital LLC, providing loans and guidance to private companies, and an independent contractor providing analytical work. He also holds positions at Lamber Production, The Lambert Foundation, and Lambert Private Equity, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Lambert Capital Management
Previous Registrations
Lambert Capital Management
State Registrations1 state
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