Lazaro Maseda
Lazaro Maseda is a registered investment advisor at State Farm Investment Management CORP., based in Sunrise, FL, with 28 years of industry experience. Lazaro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
7800 W Oaklnd Pk Blvd Ste 218F, Sunrise, FL, 33351-6741
Get directionsHistory
Regulatory History (1)
Regulatory
October 2007Other Business ActivitiesSells Insurance
Lazaro owns an insurance agency, Lazaro Maseda's Insurance Agency, since 2000, where he services customers and supervises employees, taking about half of his time. He also serves as a board member for Cedar, an education organization, and as an instructor and treasurer for other organizations, dedicating minimal time to each.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Investment Management CORP.
State Registrations1 state
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.