David Lamont is a CFP, ChFC-designated registered investment advisor at Dmk Advisor Group, INC., based in Lenoir City, TN, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 298 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Lenoir City, TN
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Regulatory 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 →Employment History
Current Registrations
Dmk Advisor Group, INC.Broker
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Dmk Advisor Group, INC.Broker
Medallion Equities, INC.Broker
Securities Management & Research, INC.Broker
Securities Service Network, INC.Broker
Bornhoft Group Securities CorporationBroker
Washington Square Securities, INC.Broker
Wma Securities, INC.Broker
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.