Lam Securities Investments, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Lam Securities Investments, Inc. offers portfolio management services. The firm manages assets on a discretionary basis for individuals, high net worth individuals, corporate pension and profit-sharing plans, and other institutions. Fees are negotiable and billed quarterly.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Lam Securities Investments charges an annual fee based on assets under management. The specific fee is negotiable and detailed in the client agreement. Fees are billed quarterly, either in advance or arrears. The brochure lists a fee of 1% on the first $100,000. There are no other fee tiers listed. A minimum account size of $100,000 is generally required.
Areas of Practice
Location
CA, United States