Lambent Asset Management provides investment management services to private and institutional clients. Lambent offers advice on various asset classes, including stocks, mutual funds, exchange traded funds, fixed income, and alternative investments. Lambent manages accounts based on client objectives and typically has discretionary authority to make investment decisions.
Assets Under Management$2.3M
Clients17
Advisors1
Avg. per Client$140K
Avg. per Advisor$2.3M
www.linkedin.com/company/lambentassetmanagement ·www.facebook.com/lambentam ·www.linkedin.com/in/greg-davidian-cfa-9649713
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees are negotiable with each client. Institutional client fees vary based on strategy.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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