Kristina Zimmerman
Kristina Zimmerman is a registered investment advisor at Lazari Capital Management, INC., based in Woodland Hills, CA, with 30 years of industry experience. Kristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,068 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lazari Capital Management charges an annual fee of 3.00% for portfolio management services. This fee is negotiable. Clients may terminate the agreement with 15 days' written notice. LCMI also manages the Honey Badger Opportunities Fund LP, which has a 1.5% annual fee and a 15% performance fee.
Location
6928 Owensmouth Ave, #200, Woodland Hills, CA, 91303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristina is a member of Pompeii Holdings LLC, investing in small businesses, and Tortuga Holding Company, LLC, a holding company for non-investment related businesses. She is also the president of Glasswing Consulting, Inc., providing business support to financial firms, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Lazari Capital Management, INC.
Lyndhurst Securities INC.Broker
Previous Registrations
Kovack Securities INC.Broker
Kovack Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Financial Security Management, INC
National Planning CorporationBroker
Capital Research Brokerage Services, LLCBroker
Capital Research & Consulting LLC
Jackson National Life Distributors LLCBroker
Pasadena Fund Services, INC.Broker
Ascher/decision Services, INC.Broker
State Registrations1 state
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