Rosci Lamb, LLC offers investment advice and asset management to individuals and other clients. As a fiduciary, Rosci Lamb aims to understand clients' investment objectives and educate them about the investment process. Services include creating tailored portfolios of stocks, bonds, ETFs, and other securities, as well as financial planning covering retirement, estate, tax, and education planning.
Assets Under Management$65M
Clients15
Advisors1
Avg. per Client$4.3M
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for asset management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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