Lambert Advisors, LLC
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Contact Information:
290 King of Prussia Road, Radnor Station Bldg. #1, Suite 310Radnor, PA 19087
Phone: 610-688-1107
Fax:
Website: http://www.lambertadvisors.com
Profile
Lambert Advisors is a registered investment advisory firm offering wealth management services to various categories of institutional, family and individual clients in a fiduciary capacity. Our work with clients begins with a thorough process in which we develop together a Wealthcare plan.
Lambert Advisors service is implemented on a discretionary basis managed by the firm through investments in individual equities, mutual funds, ETFs, bonds, cash-equivalents and other instruments. Based on client-specific factors Lambert Advisors may recommend using a separate account investment manager. Depending on the suitability for the client, Lambert Advisors may also recommend hedge funds/funds of funds and privately placed investments. Lambert Advisors provides investment advisory services that relate to matters such as allocation of assets among different classes, global portfolio diversification, management of portfolio risk and other general economic and financial topics.
Mission/Values/Investment Philosophy
The philosophy of Lambert Advisors is informed by the fact that 90% of the return difference among portfolios is explained by differences in the allocation among the basic asset classes of cash, stocks and bonds.
Four decades of working in global financial markets has positioned Lambert Advisors to be uniquely prepared to construct portfolios that incorporate global opportunities and manage global risk.
Affiliations
Association memberships include the Philadelphia Estate Planning Council (PEPC) and Delaware Valley Grantmakers (DVG).
Services
Lambert Advisors service is implemented on a discretionary basis, managed through investments in individual equities, mutual funds, ETFs, bonds, cash-equivalents and other instruments. Depending on the suitability for the client, Lambert Advisors may also recommend hedge funds/funds of funds and privately placed investments.
Clients
Lambert Advisors offers wealth management services to various categories of institutional, family and individual clients in a fiduciary capacity.
Team
Mary Ann Lambert: Principal/ Senior Managing Director
Kelly A. McDonnell: Director
Fee Structure
Fees for services include developing and implementing a financial plan, an investment policy and objectives, selecting and purchasing appropriate investments, monitoring a client's investment results, monitoring investments and reporting to the clients, is calculated on a quarterly basis and is as follows:
Assets Under Management Fee
$0 - $500,000............................1.00%
$500,001 - $1,000,000..............0.90%
$1,000,001 - $2,000,000...........0.80%
$2,000,001 - $5,000,000...........0.65%
$5,000,001 - $10,000,000.........0.55%
$10,000,001 and over...............0.35%
Lambert Advisors does assess a minimum fee of $5,000 per household. Consequently, households with a small balance may pay a higher annual fee.
The above fees are for advisory services only and do not include any applicable transaction fees, commissions, management fees or other service fees charged by non-affiliated third parties including custodians, investment managers and/or investment provider platforms that are recommended to clients.
Lambert Advisors also provides certain advisory services on an hourly basis. Our minimum hourly fee is $250 per hour. The fees are billed monthly for the work performed.
Company Bio:
Mary Ann Lambert, (1946), (Senior Managing Director) - Ms. Lambert's practice focuses on sophisticated financial planning and investment advice for high net worth families, foundations and endowments. Before forming Lambert Advisors Ms. Lambert was Senior Managing Director at USF Advisors, LLC and USF Securities, LP.
Prior to joining US Fiduciary she was Senior Vice President, Senior Investment Management Consultant and Senior Portfolio Manager at Consulting Group of Smith Barney, a division of Citigroup Global Markets. During her 13 years at Smith Barney she managed client portfolios with discretion. As an investment advisor she provided asset allocation advice and performed searches and due diligence on separate account managers in the US and Europe. Her advice included mutual funds and exchange traded funds. She was one of the early advisors to incorporate the use of exchange traded funds into client portfolios. As a member of the Research and Evaluation Committee of the Association of Professional Investment Consultants (APIC) at Smith Barney, she was involved in the development of their hedge fund of funds offerings to both Qualified Buyers and Accredited Investors.
Prior to Smith Barney Mary Ann Lambert spent 14 years at ABN AMRO Bank in New York, where successively she was Chief Investment Officer of ABN AMRO Global Asset Management, Chief Operating Officer of ABN AMRO Securities Inc., Chief U.S. Representative of Euromarket underwriting of ABN Bank, N.V., Amsterdam and Group Head of Mid Atlantic, Multinational Corporate Banking. For a time she served as Chief Compliance Officer of ABN AMRO Securities Inc. She was also responsible for ABN Bank branch, New York, lending to Mexican corporations in the early 80's.
She is active nationally as a Director of not-for-profit organizations. Her association memberships include the Philadelphia Estate Planning Council (PEPC) and Delaware Valley Grantmakers (DVG). She graduated from Trinity College, Washington, D.C. and has an MBA in International Finance from Georgia State University. Her professional licenses are FINRA series 24, 63, 65 and 7 and Pennsylvania resident Life and Health Insurance. She is a past member of the Securities Industry Association (SIA) Investment Advisory Committee.