Advisor at Summit Financial Wealth Advisors
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Firm
Summit Financial Wealth Advisors
Location
Lafayette, LA 70503
Credentials
Series 63, Series 65
Industry experience
32 years
Todd Lambert is a financial advisor with Summit Financial Wealth Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cetera Advisor Networks LLC. He serves as a board member of the Second Harvest Food Bank of Greater New Orleans and Acadiana. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, pension consulting, and related advisory services. The firm offers tailored advisory relationships typically managed through model portfolios overseen by an investment committee and provides a range of non-investment services, including outsourced business management and divorce financial consulting.
Based on Summit Financial Wealth Advisors
Based on Summit Financial Wealth Advisors
Business Management Services fees are generally fixed fees based on estimated time at customary hourly rates
$0 - $250,000: 1.25% annually (Equity & Mutual Fund Fee Schedule) $250,001 - $1,000,000: 1.00% annually (Equity & Mutual Fund Fee Schedule) $1,000,001+: 0.95% annually (Equity & Mutual Fund Fee Schedule) $0 - $250,000: 0.65% annually (Fixed Income Fee Schedule) $250,001+: 0.50% annually (Fixed Income Fee Schedule)
Insurance commissions and brokerage commissions on some securities transactions by registered representatives; separate from advisory fees
Divorce Financial Consulting Services: $150/hour consultation and preparation; $75/hour travel and administrative; $200/hour court, mediation, arbitration attendance
Account minimum: $50,000 Minimum fee: $500 minimum annual fee per account for portfolio management Fee-only: Fixed fees for pension consulting ($1,000 to $40,000 per year)
1021 E. St. Mary Blvd.
Lafayette, LA 70503
Louisiana · Texas
Purshe Kaplan Sterling Investements
2024 - Present (2 years)
Dtm Investment Properties, Llc
2020 - Present (6 years)
Cetera Advisor Networks LLC
2019 - 2024 (5 years)
Summit Financial Wealth Advisors, Llc
2014 - Present (12 years)
Summit Brokerage Services
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Series 63, Series 66
Lafayette, LA
A.B. Ridgeway Wealth Management LLC
Series 65
Lafayette, LA
Vermilion Asset Management, LLC
Series 65
Lafayette, LA
Kidd Vision Capital LLC
Series 63, Series 65
Lafayette, LA
Latticework Investments, LLC
Series 66
Youngsville, LA
Capital Financial Planners, LLC
Series 63, Series 65
Lafayette, LA
Meche and Associates LLC
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