LC
LC
Lorenzo Campuzano
27 Years of Experience
Tucson, AZ
2 DisclosuresMay Earn Commission
Lorenzo Campuzano is a registered investment advisor at Advisor Services, INC., based in Tucson, AZ, with 27 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 180 clients with $44M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
180 clients
Average Client Portfolio
$247K average
Assets Under Management
$44.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1760 E. River Rd., Suite #151, Tucson, AZ, 85718
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
August 1990Criminal
March 1990Final Disposition
Employment History
Current Registrations
Advisor Services, INC.
May 1998 - Present · 28 yrs
State Registrations1 state
AZ
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.