Lamar Breshears
Lamar Breshears is a registered investment advisor at Rpg Family Wealth Advisory, LLC, based in Salt Lake City, UT, with 18 years of industry experience. Lamar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 565 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPg Family Wealth Advisory's investment advisory fees are based on the value of your portfolio and range from 0.25% to 1.50% per year. The exact fee is negotiated based on the size and complexity of your account. Some clients may have different fee schedules. If FWA uses third-party investment managers, the total fee you pay, including FWA's fee and the manager's fee, will generally not exceed 2.50% annually.
Location
4525 S Wasatch Blvd, Ste 125, Salt Lake City, UT, 84124
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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 →Other Business ActivitiesSells Insurance
Lamar is a Vice President at Harding Financial Partners, providing financial advising and insurance services, which takes up a full-time commitment. He also has partnerships in 925 Syndicate and Lucrum Industries, and is the President of LDB Equipment, dedicating minimal time to each.
Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
Previous Registrations
The Leaders Group, INC.Broker
Tlg Advisors, INC.
Horter Investment Management, LLC
Alpine Capital Management, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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.