Stratton Lamb Advisors LLC

Fee-Only (% of Portfolio)

Stratton Lamb Advisors LLC (SLA) provides wealth management services to individuals and families. This includes managing investments, financial planning, and estate planning. SLA acts in the client's best interest and receives fees directly from clients. The firm is owned and operated by Gardner N. Stratton and J. Dayne Lamb.

Assets Under Management$86M
Clients9
Advisors2
Avg. per Client$9.5M
Avg. per Advisor$43M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Stratton Lamb Advisors LLC | TrueAdvisor