Lisamarie Lozon
Lisamarie Lozon is a registered investment advisor at Pinafore Wealth Counsel INC., based in Palm Beach Gardens, FL, with 20 years of industry experience. Lisamarie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 105 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees may be negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
3801 PGA Blvd, Suite 600, Palm Beach Gardens, FL, 33410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lisamarie is the managing member of Lisamarie Enterprises LLC fka Compassionate Advisor, LLC, working as an integral life coach. This non-investment-related activity takes about 10-20% of her time.
Employment History
Current Registrations
Pinafore Wealth Counsel INC.
Previous Registrations
Morgan Keegan & Company, INC.
Citigroup Global Markets INC.
Citicorp Investment Services
Nelson Financial, LLC
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations4 states
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.