Carolyn Ham
Carolyn Ham is a registered investment advisor at Lionsbridge Wealth Management LLC, based in Jacksonville Beach, FL, with 28 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 68 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionsBridge Wealth Management's fees are based on the value of your portfolio. The fees are calculated on the average monthly balance in the account and deducted on the first day of the following month. The specific fee you pay depends on the size of your account:
- Less than $1 million: 1.00%
- $1 million - $2 million: 0.90% - 1.00%
- $2 million - $5 million: 0.75% - 0.90%
- $5 million - $10 million: 0.50% - 0.75%
- Over $10 million: Negotiable
All fees are subject to negotiation.
Location
1514 Roberts Drive, Jacksonville Beach, FL, 32250
Get directionsHistory
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 →Other Business Activities
Carolyn is an authorized member of Lionsbridge Capital, LLC and Lionsbridge Insurance, LLC, performing limited administrative tasks for both since 2009. She dedicates minimal time to these non-investment-related activities.
Employment History
Current Registrations
Lionsbridge Wealth Management LLC
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations2 states
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.