Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Lam Securities Investments, Inc. offers portfolio management services. Fees are negotiable and billed quarterly. Clients may be billed in advance or arrears. The firm manages accounts on a discretionary basis, adhering to client investment objectives and policies.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 1.00% |
All fees are subject to negotiation.
CA, United States