Advisor at Lamont Trading Advisors, Inc.
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Firm
Lamont Trading Advisors, Inc.
Location
Huntsville, AL 35806
Credentials
Series 65
Industry experience
19 years
Paul Lamont is the sole advisor at Lamont Trading Advisors, Inc., an independent firm based in Huntsville, Alabama. He holds a Series 65 designation and has 19 years of industry experience. Prior to founding his firm, he spent eight years with Eureka Cattle Company, Inc. Lamont Trading Advisors, Inc. provides discretionary portfolio management and private financial consultation to individuals, corporations, trusts, and pension plans. The firm offers preservation-oriented accounts focused on short-term U.S. Treasury bills and actively managed Bear Market Strategies accounts using complex instruments, employing charting, cyclical, fundamental, and technical analysis to guide investment decisions.
Based on Lamont Trading Advisors, Inc.
Fixed retainer of $2,500 per quarter for private financial consultation
$0+: 1% per year (annualized, assessed quarterly) as a flat management fee for advisory accounts $0+: 0.25% quarterly (equivalent to 1% annually) for U.S. Treasury Bill Account $0+: 0.25% quarterly (1% annually) for Bear Market Strategies Account (quarterly fee is 1/4%)
$150.00 per hour for private financial consultation
Newsletter subscription fee of $40 per month
Fee-only: Fixed retainer of $2,500 per quarter or $150 per hour for private financial consultation; $40 per month for newsletter subscription
470 Providence Main St, Suite 302 B
Huntsville, AL 35806
Alabama · Texas
Eureka Cattle Company, Inc.
2010 - 2018 (8 years)
Lamont Trading Advisors, Inc.
2005 - Present (21 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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