Lamb Retirement Solutions (LRS) provides investment management and financial planning services to individuals. For investment management, LRS determines which securities to buy or sell, but gets your approval before making any trades. Financial planning includes evaluating your current and future financial situation, covering topics like retirement, taxes, and estate planning. LRS creates tailored investment strategies based on your goals and risk tolerance.
Assets Under Management$3.1M
Clients42
Advisors1
Avg. per Client$73K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $7.5M | 0.40% |
| $7.5M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.10% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. Fees for accounts held at American Funds Service Company (AFS) shall be billed based on a similar fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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