Bobby Lamb is a CFP-designated registered investment advisor at Forvis Mazars Wealth Advisors, LLC, based in Springfield, MO, with 27 years of industry experience. Bobby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 4,398 clients with $9.8B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25M+ | 0.45% |
Fees may be higher or lower than the stated schedule based on factors including AUM, anticipated additional assets, related accounts, client needs, complexity, portfolio style, and other relevant factors. Fees are negotiable for accounts over $25,000,001. Employees and partners of Forvis Mazars receive discounted or waived fees. At its discretion, Forvis Mazars may aggregate assets from a client's family members.
Fee Estimator
Location
910 East St Louis St, Springfield, MO, 65806
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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
Forvis Mazars Wealth Advisors, LLC
Previous Registrations
Capstone Asset Management Company
Capstone Financial Solutions, LLC
Capstone Asset Planning CompanyBroker
Steward Capital Advisors, LLC
Securities America Advisors INC
Securities America, INC.Broker
Aragon Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 states
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