Lambert Capital Management offers investment advice to individuals and other clients. The firm creates tailored portfolios consisting of stocks, bonds, ETFs, and other securities based on the client's specific needs and goals. Portfolios are continuously monitored and rebalanced as needed. Lambert Capital Management uses an asset allocation strategy based on Modern Portfolio Theory, diversifying investments to mitigate risk.
Assets Under Management$4.3M
Clients20
Advisors1
Avg. per Client$210K
Avg. per Advisor$4.3M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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