Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The standard annual fee for investment management services is 1.0% of total assets under management, but this may be negotiated 0.5% higher or lower based on the client's needs and circumstances. Fees are billed in advance on a quarterly basis. Financial planning services are only available to investment management clients and are provided at no additional cost. A minimum of $250,000 of investable assets is generally required to establish an advisory services relationship, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
8447 Wilshire Boulevard, Suite 200, Beverly Hills, CA, 90211
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lameck is a member manager of Life Line Financial Group, a tax preparation, business management, and accounting & bookkeeping services firm, dedicating most of his time to it. He also manages special purpose investment vehicles through LifeLine Torch Management LLC, spending minimal time outside trading hours on this activity.