Lamberson Knight Wealth Management offers personalized investment management services. They start with a consultation to understand your needs and goals. Investment advice is provided only after a formal agreement is signed. They create customized portfolios based on your goals, risk tolerance, and time horizon, using model strategies adjusted for your risk profile. Portfolios include equities, bonds, mutual funds, ETFs, and alternative investments.
Assets Under Management$7.7M
Clients42
Advisors1
Avg. per Client$180K
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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