Overview
- Total Firm Assets
- $507 million
- Average High-Net-Worth Client Portfolio Size
- $9.0 million
- Stated Minimum Account Size
- $2,000,000
Fee Disclosure
Source: THE LAM GROUP, ADV PART 2A - 2B (2025-03-25)
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Latest filing: THE LAM GROUP, ADV PART 2A - 2B (2026-02-23)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.75% |
| $2,000,001 | $3,000,000 | 0.65% |
| $3,000,001 | $4,000,000 | 0.50% |
| $4,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | $6,000,000 | 0.35% |
| $6,000,001 | $7,000,000 | 0.35% |
| $7,000,001 | $8,000,000 | 0.35% |
| $8,000,001 | $9,000,000 | 0.25% |
| $9,000,001 | $10,000,000 | 0.25% |
| $10,000,001 | $11,000,000 | 0.25% |
| $11,000,001 | $12,000,000 | 0.25% |
| $12,000,001 | $13,000,000 | 0.20% |
| $13,000,001 | $14,000,000 | 0.20% |
| $14,000,001 | $15,000,000 | 0.20% |
| $15,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $34,000 | 0.68% |
| $10 million | $49,500 | 0.50% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 95.75%
- Number of High-Net-Worth Clients
- 54
- Total Client Accounts
- 270
- Discretionary Accounts
- 252
- Non-Discretionary Accounts
- 18
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 128055
- THE LAM GROUP, ADV PART 2A - 2B (2026-02-23) · View brochure text
- THE LAM GROUP, ADV PART 2A - 2B (2025-03-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗