Terry Lamn
Terry Lamn is a CFP-designated registered investment advisor at Stonemark Wealth Management, based in Pasadena, CA, with 19 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 376 clients with $520M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Standard fee schedule may be negotiable based on several factors.
Fee Estimator
Location
225 S. Lake Avenue, Suite 1170, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2011Other Business ActivitiesSells Insurance
Terry is a licensed insurance agent selling annuities and also works part-time as an event photographer. The photography work takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Stonemark Wealth Management
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, 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.