Matthew H. Lam, CPA is a registered investment advisor offering portfolio management services. Matthew works with clients to define their investment objectives and strategies. Matthew manages client brokerage accounts with discretionary investment authority. Matthew also provides tax return preparation and accounting services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.60% |
| $100K+ | 0.60% |
The annual fee is $600 for every $100,000 of assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...