Lamont Brown
Lamont Brown is a ChFC-designated registered investment advisor at Odyssey Capital Advisors INC., based in Bala Cynwyd, PA, with 24 years of industry experience. Lamont operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 243 clients with $140M 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 $100K | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.70% |
Fees may be negotiable based on various criteria.
Fee Estimator
Location
2 Bala Plaza, Suite 515, Bala Cynwyd, PA, 19004
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 ActivitiesSells Insurance
Lamont is a real estate investor through Lankenau Holdings, LLC. He is also an insurance agent since 2018, dedicating a few hours per week to this investment-related activity.
Employment History
Current Registrations
Odyssey Capital Advisors INC.
Previous Registrations
Saxony Securities, INC.Broker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Cfg Asset Management LLC
New England Securities Corporation
New England SecuritiesBroker
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
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.