Paul Lambert is a registered investment advisor at Indivisible Partners, based in Hinsdale, IL, with 30 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 460 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Indivisible Partners' fees for managing your investments are calculated as a percentage of the total market value of your portfolio. The exact fee is negotiated with your financial advisor and can vary depending on the complexity of your portfolio, the amount you invest, and other factors. The maximum advisory fee is 1.50%. Fees are billed monthly, based on the value of your account at the end of the previous month. The advisory fee includes certain administrative and transaction fees, but does not include fees charged by third-party investment managers.
Location
Hinsdale, IL
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Regulatory History (1)
Customer Dispute
April 1998Other Business Activities
Paul is the Chair of the Emeritus Board for Chicago Run, a non-profit, and is on the Executive and Membership Committees for Bras Coupe', a fishing camp. He also works as a consultant for Bates Group LLC, assisting with business growth and marketing, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Indivisible Partners
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.